Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $30B
1-Year Est. Return 21.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.4B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$96.5M
3
+$94.6M
4
HAL icon
Halliburton
HAL
+$94.2M
5
LAD icon
Lithia Motors
LAD
+$84.8M

Top Sells

1
+$247M
2
+$237M
3
+$97.8M
4
OPTU
Optimum Communications Inc
OPTU
+$72M
5
MRK icon
Merck
MRK
+$70.7M

Sector Composition

1 Healthcare 17.31%
2 Financials 16.27%
3 Industrials 13.8%
4 Energy 9.66%
5 Technology 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.87M 0.01%
19,960
127
$2.69M 0.01%
28,009
+8,269
128
$2.06M 0.01%
13,473
+274
129
$1.88M 0.01%
65,572
+1,332
130
$321K ﹤0.01%
2,430
-1,035
131
$242K ﹤0.01%
19,329
132
$213K ﹤0.01%
16,166
133
$167K ﹤0.01%
2,083
134
$143K ﹤0.01%
10,313
135
$136K ﹤0.01%
980
136
$121K ﹤0.01%
815
137
$12K ﹤0.01%
654
138
$11K ﹤0.01%
100
-10
139
$11K ﹤0.01%
283
140
$11K ﹤0.01%
454
-37
141
$11K ﹤0.01%
184
142
$11K ﹤0.01%
719
+194
143
$11K ﹤0.01%
130
144
$10K ﹤0.01%
126
-17
145
$10K ﹤0.01%
267
-53
146
$10K ﹤0.01%
165
-27
147
$10K ﹤0.01%
351
-29
148
$10K ﹤0.01%
214
-41
149
$10K ﹤0.01%
711
150
$10K ﹤0.01%
410
4 5
6
7 8