Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $31.4B
1-Year Est. Return 14.61%
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.7B
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$810M
2
+$498M
3
+$330M
4
CAH icon
Cardinal Health
CAH
+$290M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$221M

Top Sells

1
+$570M
2
+$495M
3
+$336M
4
JPM icon
JPMorgan Chase
JPM
+$301M
5
CRH icon
CRH
CRH
+$280M

Sector Composition

1 Financials 21.89%
2 Healthcare 20.38%
3 Industrials 14.19%
4 Energy 11.61%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$159M 0.24%
2,781,989
-23,380
77
$156M 0.24%
6,899,448
+16,500
78
$144M 0.22%
947,599
-30,543
79
$143M 0.22%
+2,659,430
80
$138M 0.21%
4,108,624
+453,808
81
$134M 0.2%
3,245,396
-107,800
82
$132M 0.2%
3,408,790
+235,360
83
$131M 0.2%
3,363,345
-240,400
84
$121M 0.18%
3,208,578
-15,101,113
85
$121M 0.18%
7,774,299
-4,541,810
86
$119M 0.18%
1,174,290
-12,241
87
$116M 0.18%
5,486,402
+7,560
88
$115M 0.18%
+1,511,230
89
$109M 0.17%
3,848,380
+1,245,350
90
$107M 0.16%
2,277,668
+327,090
91
$106M 0.16%
2,036,268
-121,337
92
$105M 0.16%
16,734,754
-11,118,609
93
$104M 0.16%
6,885,683
-79,068
94
$103M 0.16%
7,672,757
-79,396
95
$102M 0.16%
7,257,755
-42,449
96
$98.7M 0.15%
5,717,407
-138,974
97
$96.4M 0.15%
3,963,555
-22,625
98
$94.5M 0.14%
2,149,923
-12,833
99
$91.5M 0.14%
1,134,497
-520
100
$89.7M 0.14%
1,359,490
-11,220
2 3
4
5 6