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
126
$11.8M 0.04%
139,772
-6,608
127
$8.36M 0.03%
483,945
-107,159
128
$7.5M 0.02%
24,321
-728
129
$6.46M 0.02%
18,306
-4,483
130
$5.54M 0.02%
55,442
-777
131
$5.29M 0.02%
123,938
-12,220
132
$4.98M 0.02%
45,201
-617,067
133
$4.94M 0.02%
119,804
-31,928
134
$3.7M 0.01%
40,439
-16,362
135
$3.58M 0.01%
49,057
-7,958
136
$3.31M 0.01%
20,335
-704
137
$3.2M 0.01%
48,841
-8,544
138
$3.11M 0.01%
16,001
-494
139
$3.06M 0.01%
59,678
-10,620
140
$2.9M 0.01%
20,800
-7,980
141
$2.85M 0.01%
33,530
-21,871
142
$2.31M 0.01%
12,667
143
$2.12M 0.01%
+63,436
144
$1.71M 0.01%
1,212,856
-35,169
145
$324K ﹤0.01%
3,598
+446
146
$290K ﹤0.01%
3,465
+1,073
147
$272K ﹤0.01%
4,689
+49
148
$270K ﹤0.01%
19,329
+200
149
$253K ﹤0.01%
2,630
+372
150
$237K ﹤0.01%
16,166
+167
4 5
6
7 8