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
101
$89.5M 0.14%
1,629,891
-9,548
102
$88.6M 0.13%
2,184,984
-13,240
103
$88.1M 0.13%
6,001,804
-36,128
104
$87.1M 0.13%
1,861,429
-10,631
105
$81.1M 0.12%
3,189,793
-19,750
106
$80.6M 0.12%
1,537,468
107
$80.4M 0.12%
2,377,261
-13,743
108
$78M 0.12%
2,761,376
-44,984
109
$77.6M 0.12%
5,702,632
-33,611
110
$77.3M 0.12%
4,488,651
+1,347,539
111
$77M 0.12%
1,294,694
+443,136
112
$76.5M 0.12%
1,899,060
-1,238,233
113
$76M 0.12%
3,419,194
+75,054
114
$75.3M 0.11%
1,372,271
-8,028
115
$74.2M 0.11%
1,325,520
-8,030
116
$71.5M 0.11%
2,520,625
-1,002,060
117
$71.1M 0.11%
3,331,146
-19,872
118
$70.4M 0.11%
7,240,354
-59,900
119
$68.7M 0.1%
2,129,295
-12,603
120
$67.4M 0.1%
809,401
-4,921
121
$67.2M 0.1%
1,809,471
-11,230
122
$66.9M 0.1%
+1,725,366
123
$66.2M 0.1%
2,257,054
-12,431
124
$65.8M 0.1%
1,391,242
-33,900
125
$65.1M 0.1%
3,162,046
-19,058
3 4
5
6 7