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
$26.2B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$315M
2
+$224M
3
+$195M
4
ALL icon
Allstate
ALL
+$123M
5
CRH icon
CRH
CRH
+$113M

Top Sells

1
+$296M
2
+$294M
3
+$261M
4
VRT icon
Vertiv
VRT
+$170M
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
151
$13.4K ﹤0.01%
1,080
+92
152
$13.3K ﹤0.01%
1,047
+328
153
$13.3K ﹤0.01%
2,264
+782
154
$13.3K ﹤0.01%
230
155
$13.2K ﹤0.01%
902
+44
156
$13.2K ﹤0.01%
459
157
$13K ﹤0.01%
505
-140
158
$13K ﹤0.01%
304
159
$12.9K ﹤0.01%
699
-50
160
$12.8K ﹤0.01%
374
+26
161
$12.7K ﹤0.01%
1,197
-181
162
$12.7K ﹤0.01%
303
-13
163
$12.5K ﹤0.01%
273
-41
164
$12.4K ﹤0.01%
513
-59
165
$12.2K ﹤0.01%
729
+138
166
$12.2K ﹤0.01%
713
167
$12.2K ﹤0.01%
320
168
$12K ﹤0.01%
689
+512
169
$11.8K ﹤0.01%
1,412
-106
170
$11.8K ﹤0.01%
738
171
$11.4K ﹤0.01%
817
+198
172
$11.3K ﹤0.01%
506
+104
173
$11.3K ﹤0.01%
156
174
$11.2K ﹤0.01%
1,363
-309
175
$11.1K ﹤0.01%
67
5 6
7
8 9