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
176
$5.85M 0.01%
256,110
-13,220
177
$5.84M 0.01%
186,547
+2,335
178
$5.81M 0.01%
585,672
-27,702
179
$5.66M 0.01%
121,330
-4,360
180
$5.46M 0.01%
190,840
-5,942
181
$5.41M 0.01%
115,752
-2,729
182
$5.41M 0.01%
185,374
-6,277
183
$5.4M 0.01%
155,409
-2,864
184
$5.37M 0.01%
451,599
-22,237
185
$5.33M 0.01%
114,588
-2,966
186
$5.19M 0.01%
104,678
-2,637
187
$5.14M 0.01%
76,879
-1,090
188
$5.08M 0.01%
340,049
-9,605
189
$5.02M 0.01%
262,337
+10,414
190
$5M 0.01%
122,857
-3,978
191
$4.99M 0.01%
136,754
-8,639
192
$4.96M 0.01%
71,704
-2,659
193
$4.89M 0.01%
111,230
-3,552
194
$4.83M 0.01%
66,473
-4,873
195
$4.8M 0.01%
199,595
-7,434
196
$4.68M 0.01%
320,311
-14,446
197
$4.63M 0.01%
227,260
+8,240
198
$4.61M 0.01%
147,508
-3,268
199
$4.56M 0.01%
78,549
-233
200
$4.55M 0.01%
336,769
+8,073
6 7
8
9 10