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
$29.4B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$432M
2
+$314M
3
+$269M
4
MCHP icon
Microchip Technology
MCHP
+$224M
5
AVTR icon
Avantor
AVTR
+$188M

Top Sells

1
+$686M
2
+$571M
3
+$172M
4
ETR icon
Entergy
ETR
+$167M
5
WFC icon
Wells Fargo
WFC
+$166M

Sector Composition

1 Financials 14.13%
2 Technology 13.31%
3 Consumer Discretionary 11.12%
4 Energy 10.01%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$103M 0.35%
1,085,505
-160,833
77
$103M 0.35%
5,690,715
-4,829,913
78
$96.4M 0.33%
1,871,023
-77,519
79
$93.7M 0.32%
+1,424,415
80
$93M 0.32%
1,189,375
-44,201
81
$92.5M 0.32%
1,101,936
-48,056
82
$91.3M 0.31%
1,893,567
-40,312
83
$90.8M 0.31%
2,209,176
-145,897
84
$89.6M 0.31%
1,469,306
-136,424
85
$83M 0.28%
352,170
-7,657
86
$76.6M 0.26%
842,467
-34,162
87
$72.4M 0.25%
684,267
-29,381
88
$71.8M 0.24%
1,304,155
-55,415
89
$67.1M 0.23%
2,754,223
-118,255
90
$64.7M 0.22%
1,529,727
-61,784
91
$63.4M 0.22%
2,859,476
-122,710
92
$63.2M 0.22%
1,889,596
+533,750
93
$63.1M 0.22%
1,199,270
+184,763
94
$60.9M 0.21%
1,540,228
-11,753
95
$60.1M 0.2%
2,223,884
-93,798
96
$58.6M 0.2%
265,335
-194,239
97
$58.1M 0.2%
250,810
-2,461,392
98
$57.6M 0.2%
1,547,958
+184,615
99
$57.1M 0.19%
663,917
-25,611
100
$55.3M 0.19%
786,255
-36,325
2 3
4
5 6