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
126
$64M 0.1%
1,850,931
-9,931
127
$63.9M 0.1%
7,072,441
+2,712,738
128
$60.3M 0.09%
1,310,453
+1,278,220
129
$58.3M 0.09%
5,652,267
-34,414
130
$57.2M 0.09%
2,328,506
-13,543
131
$57M 0.09%
1,253,506
-37,171
132
$56.5M 0.09%
1,869,251
-10,924
133
$56.1M 0.09%
1,046,669
-18,806
134
$55.8M 0.08%
386,033
-6,239
135
$55.6M 0.08%
1,546,256
-9,537
136
$55M 0.08%
2,444,179
+20,740
137
$54.2M 0.08%
2,050,702
-12,935
138
$49.7M 0.08%
696,914
+28,447
139
$49.4M 0.08%
1,838,136
-14,234
140
$48.8M 0.07%
426,270
-6,847
141
$48.3M 0.07%
1,659,999
-28,814
142
$46.9M 0.07%
1,405,001
-26,100
143
$46.3M 0.07%
1,259,801
-7,737
144
$39.4M 0.06%
24,036
-207
145
$36M 0.05%
412,906
-2,343
146
$33M 0.05%
3,890,066
+1,391,542
147
$33M 0.05%
1,535,276
-1,463,126
148
$31.5M 0.05%
578,090
-394,641
149
$31.4M 0.05%
1,140,662
+102,499
150
$27.7M 0.04%
+1,531,778
4 5
6
7 8