Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $29.7B
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.2B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$207M
3
+$182M
4
SN icon
SharkNinja
SN
+$132M
5
ALL icon
Allstate
ALL
+$126M

Top Sells

1
+$270M
2
+$261M
3
+$209M
4
VRT icon
Vertiv
VRT
+$191M
5
FMX icon
Fomento Económico Mexicano
FMX
+$116M

Sector Composition

1 Financials 14.91%
2 Industrials 13.97%
3 Healthcare 13.58%
4 Technology 11.79%
5 Energy 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$149M 0.57%
2,388,150
-1,217,432
52
$149M 0.57%
3,223,674
-271,828
53
$135M 0.52%
1,024,684
-50,445
54
$132M 0.5%
+2,841,127
55
$129M 0.49%
1,724,164
-17,643
56
$124M 0.48%
5,220,510
+49,291
57
$123M 0.47%
2,324,355
+20,665
58
$117M 0.45%
561,786
+1,270
59
$115M 0.44%
3,107,547
+74,095
60
$108M 0.41%
2,953,189
-24,070
61
$105M 0.4%
335,443
-5,386
62
$104M 0.4%
1,654,838
-1,152,192
63
$91.5M 0.35%
1,172,006
-11,237
64
$89.3M 0.34%
4,554,825
-75,796
65
$84.8M 0.32%
241,964
-125,737
66
$84.3M 0.32%
3,139,850
-32,004
67
$83.5M 0.32%
2,030,341
+38,846
68
$82.2M 0.31%
1,396,057
+14,661
69
$74.7M 0.29%
1,106,614
-13,883
70
$71.7M 0.27%
1,272,266
-12,374
71
$70.9M 0.27%
2,373,734
+44,420
72
$67.3M 0.26%
2,547,278
-32,576
73
$67.2M 0.26%
1,778,737
-20,669
74
$66.7M 0.25%
6,145,539
-67,246
75
$66.6M 0.25%
1,364,114
+555,071
1 2
3
4 5