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
$24.4B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$96.5M
3
+$94.6M
4
HAL icon
Halliburton
HAL
+$94.2M
5
LAD icon
Lithia Motors
LAD
+$84.8M

Top Sells

1
+$247M
2
+$237M
3
+$97.8M
4
OPTU
Optimum Communications Inc
OPTU
+$72M
5
MRK icon
Merck
MRK
+$70.7M

Sector Composition

1 Healthcare 17.31%
2 Financials 16.27%
3 Industrials 13.8%
4 Energy 9.66%
5 Technology 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
156
-11
177
$8K ﹤0.01%
54
-20
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$8K ﹤0.01%
351
-17
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$8K ﹤0.01%
+851
180
$8K ﹤0.01%
409
+9
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$8K ﹤0.01%
284
182
$8K ﹤0.01%
+1,256
183
$7K ﹤0.01%
273
-48
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$7K ﹤0.01%
448
+293
185
$7K ﹤0.01%
190
-39
186
$7K ﹤0.01%
616
-44
187
$7K ﹤0.01%
2,133
-692
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$7K ﹤0.01%
849
+1
189
$7K ﹤0.01%
366
190
$7K ﹤0.01%
221
191
$7K ﹤0.01%
339
192
$7K ﹤0.01%
290
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$7K ﹤0.01%
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194
$7K ﹤0.01%
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$7K ﹤0.01%
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196
$7K ﹤0.01%
3,009
+1,764
197
$7K ﹤0.01%
713
198
$6K ﹤0.01%
+699
199
$6K ﹤0.01%
494
200
$6K ﹤0.01%
+177
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8
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