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
201
$6K ﹤0.01%
912
202
$6K ﹤0.01%
686
203
$6K ﹤0.01%
419
-59
204
$6K ﹤0.01%
335
-33
205
$5K ﹤0.01%
268
-35
206
$5K ﹤0.01%
125
207
$5K ﹤0.01%
1,425
+633
208
$5K ﹤0.01%
121
209
$5K ﹤0.01%
203
210
$5K ﹤0.01%
137
211
$5K ﹤0.01%
+610
212
$5K ﹤0.01%
559
213
$5K ﹤0.01%
+359
214
$5K ﹤0.01%
70
215
$5K ﹤0.01%
+1,865
216
$5K ﹤0.01%
121
217
$5K ﹤0.01%
85
218
$4K ﹤0.01%
121
219
$4K ﹤0.01%
486
-74
220
$4K ﹤0.01%
138
221
$4K ﹤0.01%
1,179
-735
222
$4K ﹤0.01%
129
223
$4K ﹤0.01%
+167
224
$4K ﹤0.01%
283
225
$4K ﹤0.01%
92
7 8
9
10 11