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
$30.6B
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$382M
2
+$373M
3
+$360M
4
PNW icon
Pinnacle West Capital
PNW
+$282M
5
MDT icon
Medtronic
MDT
+$257M

Top Sells

1
+$430M
2
+$322M
3
+$244M
4
RTX icon
RTX Corp
RTX
+$236M
5
LOW icon
Lowe's Companies
LOW
+$229M

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
176
$12K ﹤0.01%
203
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177
$12K ﹤0.01%
620
-5,965
178
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$11K ﹤0.01%
168
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192
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$10K ﹤0.01%
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