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
151
$25.2M 0.04%
794,185
-40,600
152
$25.1M 0.04%
2,870,543
+459,858
153
$23.8M 0.04%
3,933,235
-23,151
154
$15.4M 0.02%
884,859
-7,324
155
$13.9M 0.02%
884,770
-493,358
156
$11.4M 0.02%
380,310
+18,220
157
$10.1M 0.02%
188,160
-13,280
158
$7.84M 0.01%
129,576
-22,427
159
$7.74M 0.01%
237,748
-6,605
160
$7.53M 0.01%
144,831
-5,553
161
$7.44M 0.01%
426,894
-7,942
162
$7.21M 0.01%
119,799
-40,447
163
$6.86M 0.01%
115,199
-6,308
164
$6.79M 0.01%
145,151
-6,637
165
$6.76M 0.01%
226,763
-8,568
166
$6.75M 0.01%
179,225
-5,707
167
$6.65M 0.01%
87,402
-3,806
168
$6.58M 0.01%
43,204
-957
169
$6.52M 0.01%
112,386
-3,613
170
$6.39M 0.01%
333,588
-16,223
171
$6.3M 0.01%
157,804
-7,770
172
$6.24M 0.01%
107,045
-3,964
173
$6.06M 0.01%
220,011
-3,797
174
$6.02M 0.01%
313,189
-7,336
175
$6M 0.01%
93,027
-2,760
5 6
7
8 9