Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $29.7B
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.2B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$207M
3
+$182M
4
SN icon
SharkNinja
SN
+$132M
5
ALL icon
Allstate
ALL
+$126M

Top Sells

1
+$270M
2
+$261M
3
+$209M
4
VRT icon
Vertiv
VRT
+$191M
5
FMX icon
Fomento Económico Mexicano
FMX
+$116M

Sector Composition

1 Financials 14.91%
2 Industrials 13.97%
3 Healthcare 13.58%
4 Technology 11.79%
5 Energy 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.8M 0.05%
751,245
-376,738
127
$6.89M 0.03%
922,550
-277,583
128
$4.76M 0.02%
+80,710
129
$2.41M 0.01%
90,168
130
$2.26M 0.01%
67,164
+844
131
$2.26M 0.01%
+217,740
132
$2.25M 0.01%
13,800
+174
133
$2M 0.01%
+93,219
134
$1.92M 0.01%
16,025
-686
135
$1.62M 0.01%
11,415
136
$1.42M 0.01%
+53,673
137
$1.33M 0.01%
5,146
-112,295
138
$15.1K ﹤0.01%
282
-13
139
$14.9K ﹤0.01%
405
-23
140
$14.7K ﹤0.01%
519
141
$14.7K ﹤0.01%
198
142
$14.3K ﹤0.01%
453
+90
143
$14.3K ﹤0.01%
338
-56
144
$14.2K ﹤0.01%
147
145
$14.2K ﹤0.01%
1,584
-72
146
$14.1K ﹤0.01%
149
147
$13.8K ﹤0.01%
416
+81
148
$13.8K ﹤0.01%
422
149
$13.6K ﹤0.01%
861
+232
150
$13.5K ﹤0.01%
546
-18
4 5
6
7 8