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
151
$221K ﹤0.01%
+10,313
152
$173K ﹤0.01%
815
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153
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980
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154
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937
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155
$15K ﹤0.01%
449
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156
$14K ﹤0.01%
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157
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130
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158
$13K ﹤0.01%
321
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$13K ﹤0.01%
754
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160
$13K ﹤0.01%
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163
$13K ﹤0.01%
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-15,416
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319
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$12K ﹤0.01%
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173
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174
$12K ﹤0.01%
+1,558
175
$12K ﹤0.01%
432
-4,361
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7
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