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
201
$4.53M 0.01%
13,852
-37
202
$4.38M 0.01%
188,183
-6,250
203
$4.34M 0.01%
141,221
-6,976
204
$4.3M 0.01%
442,319
-16,673
205
$4.3M 0.01%
185,019
-1,624
206
$4.17M 0.01%
129,257
+1,623
207
$4.17M 0.01%
275,147
-17,810
208
$4.16M 0.01%
221,035
+32,877
209
$4.08M 0.01%
+140,670
210
$4.08M 0.01%
107,258
-5,282
211
$4.01M 0.01%
173,600
-7,281
212
$3.97M 0.01%
61,239
+1,654
213
$3.83M 0.01%
38,006
+34,171
214
$3.78M 0.01%
91,586
+345
215
$3.72M 0.01%
181,231
-8,384
216
$3.72M 0.01%
15,761
-929
217
$3.71M 0.01%
58,108
-936
218
$3.62M 0.01%
375,908
-15,196
219
$3.62M 0.01%
270,947
-4,769
220
$3.61M 0.01%
168,340
-6,672
221
$3.48M 0.01%
108,235
-7,448
222
$3.47M 0.01%
247,658
+5,578
223
$3.47M 0.01%
176,546
+41,261
224
$3.45M 0.01%
221,082
-5,603
225
$3.44M 0.01%
140,171
-2,067
7 8
9
10 11