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
$30.6B
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$350M
3
+$308M
4
VRT icon
Vertiv
VRT
+$301M
5
MDT icon
Medtronic
MDT
+$270M

Top Sells

1
+$483M
2
+$322M
3
+$247M
4
LEN icon
Lennar Class A
LEN
+$244M
5
LOW icon
Lowe's Companies
LOW
+$201M

Sector Composition

1 Financials 17.18%
2 Healthcare 15.58%
3 Industrials 15.44%
4 Materials 10.09%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46.1M 0.15%
404,381
-5,523
102
$45.5M 0.15%
779,956
-107,792
103
$45.2M 0.15%
+11,880,660
104
$45.1M 0.15%
173,603
-5,035
105
$44.8M 0.15%
476,472
-40,460
106
$44.5M 0.15%
1,548,158
-21,618
107
$43.1M 0.14%
2,538,227
-40,222
108
$41.5M 0.14%
239,930
-3,950
109
$40.3M 0.13%
1,407,475
-46,328
110
$39.9M 0.13%
3,941,527
+1,267,060
111
$38.6M 0.13%
386,220
-4,561
112
$38.4M 0.13%
448,048
-7,078
113
$37M 0.12%
242,359
-149,644
114
$36.4M 0.12%
701,833
-11,090
115
$36.4M 0.12%
681,709
-22,911
116
$36.2M 0.12%
692,399
+99,418
117
$31.2M 0.1%
176,186
-65,803
118
$30.8M 0.1%
127,812
-244,108
119
$29.6M 0.1%
3,842,635
-48,017
120
$24.7M 0.08%
2,238,143
-39,602
121
$20.8M 0.07%
4,152,035
-66,763
122
$20.5M 0.07%
292,235
-463,077
123
$19.5M 0.06%
514,928
-1,073,609
124
$18.8M 0.06%
584,751
-9,235
125
$13.1M 0.04%
1,621,850
-27,315
3 4
5
6 7