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
$63B
AUM Growth
+$927M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$349M
3
+$272M
4
SLB icon
SLB Ltd
SLB
+$252M
5
GE icon
GE Aerospace
GE
+$169M

Top Sells

1
+$834M
2
+$508M
3
+$482M
4
JPM icon
JPMorgan Chase
JPM
+$422M
5
MSFT icon
Microsoft
MSFT
+$278M

Sector Composition

1 Financials 18.62%
2 Healthcare 16.67%
3 Energy 14.26%
4 Industrials 12.49%
5 Technology 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$66.9M 0.11%
1,049,326
-564,985
127
$65.8M 0.1%
1,124,933
-10,282
128
$65.5M 0.1%
923,918
-8,279
129
$63.9M 0.1%
1,601,454
-14,219
130
$62M 0.1%
2,878,834
+47,700
131
$59.9M 0.1%
499,560
-4,446
132
$58M 0.09%
2,335,290
-21,085
133
$54.1M 0.09%
1,501,778
-13,365
134
$53.2M 0.08%
2,475,640
-22,297
135
$52M 0.08%
732,229
-7,135
136
$51.8M 0.08%
2,543,751
-1,383,238
137
$50M 0.08%
913,428
-8,264
138
$49.6M 0.08%
6,065,305
-54,539
139
$47.4M 0.08%
1,516,508
-6,568
140
$46.5M 0.07%
928,436
-8,386
141
$45.2M 0.07%
746,910
-6,817
142
$44.9M 0.07%
49,953
-1,496
143
$41.5M 0.07%
1,231,298
+1,231,118
144
$40.1M 0.06%
2,809,573
-25,127
145
$39.7M 0.06%
4,035,265
-36,046
146
$35.8M 0.06%
930,672
-884,406
147
$32.7M 0.05%
1,252,898
-1,713
148
$31.5M 0.05%
2,164,469
-19,563
149
$27.1M 0.04%
+3,690,929
150
$14M 0.02%
367,005
-331,478
4 5
6
7 8