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
$63B
AUM Growth
+$927M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$349M
3
+$272M
4
SLB icon
SLB Ltd
SLB
+$252M
5
GE icon
GE Aerospace
GE
+$169M

Top Sells

1
+$834M
2
+$508M
3
+$482M
4
JPM icon
JPMorgan Chase
JPM
+$422M
5
MSFT icon
Microsoft
MSFT
+$278M

Sector Composition

1 Financials 18.62%
2 Healthcare 16.67%
3 Energy 14.26%
4 Industrials 12.49%
5 Technology 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.58M 0.01%
111,015
-12,311
202
$4.58M 0.01%
51,220
-5,661
203
$4.56M 0.01%
92,672
-10,262
204
$4.56M 0.01%
189,596
-20,961
205
$4.54M 0.01%
39,961
-4,434
206
$4.5M 0.01%
+177,231
207
$4.41M 0.01%
18,070
+7,248
208
$4.23M 0.01%
234,308
-25,917
209
$4.21M 0.01%
46,336
-5,126
210
$4.19M 0.01%
160,740
-17,834
211
$4.14M 0.01%
77,124
-8,548
212
$4.1M 0.01%
83,004
-9,204
213
$4.1M 0.01%
53,976
-6,164
214
$4.08M 0.01%
108,450
+15,697
215
$4.08M 0.01%
199,906
-21,473
216
$4.07M 0.01%
179,980
-19,991
217
$4.07M 0.01%
18,375
-2,035
218
$4.06M 0.01%
102,675
-11,410
219
$4.04M 0.01%
113,327
-12,350
220
$3.87M 0.01%
59,618
-6,610
221
$3.79M 0.01%
395,272
-43,745
222
$3.78M 0.01%
353,264
-39,196
223
$3.77M 0.01%
+169,016
224
$3.76M 0.01%
66,058
-7,306
225
$3.75M 0.01%
135,462
-6,345
7 8
9
10 11