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
$27.6B
AUM Growth
-$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$392M
2
+$328M
3
+$320M
4
ENTG icon
Entegris
ENTG
+$268M
5
ELV icon
Elevance Health
ELV
+$212M

Top Sells

1
+$610M
2
+$472M
3
+$388M
4
ARMK icon
Aramark
ARMK
+$243M
5
J icon
Jacobs Solutions
J
+$147M

Sector Composition

1 Financials 15.55%
2 Technology 14.11%
3 Healthcare 11.78%
4 Energy 9.38%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$39.6K ﹤0.01%
135
-1,607,998
152
$25.1K ﹤0.01%
216
153
$25.1K ﹤0.01%
582
154
$24.4K ﹤0.01%
372
155
$24.3K ﹤0.01%
377
156
$23.9K ﹤0.01%
766
157
$23.4K ﹤0.01%
256
158
$23.1K ﹤0.01%
104
+18
159
$22.8K ﹤0.01%
265
-30
160
$21.9K ﹤0.01%
194
161
$21.7K ﹤0.01%
315
162
$20.3K ﹤0.01%
162
-34
163
$20.1K ﹤0.01%
81
164
$19.8K ﹤0.01%
168
165
$19.5K ﹤0.01%
173
-30
166
$19K ﹤0.01%
3,072
167
$17.6K ﹤0.01%
619
+109
168
$16.8K ﹤0.01%
752
169
$16.5K ﹤0.01%
1,784
+422
170
$16.2K ﹤0.01%
1,972
171
$16.1K ﹤0.01%
1,202
-49
172
$16K ﹤0.01%
276
+98
173
$15.8K ﹤0.01%
666
+647
174
$15.8K ﹤0.01%
1,382
175
$15.7K ﹤0.01%
1,617
+1,441
5 6
7
8 9