Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $29.7B
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
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
1
$1.83B 2.79%
18,830,903
-643,357
2
$1.75B 2.66%
37,517,268
-22,311
3
$1.71B 2.6%
25,624,180
-4,513,511
4
$1.64B 2.5%
19,033,448
-2,056,814
5
$1.64B 2.49%
37,011,768
-831,029
6
$1.6B 2.44%
49,819,463
-1,806,713
7
$1.6B 2.43%
30,689,076
-1,463,920
8
$1.55B 2.36%
17,222,414
-1,315,177
9
$1.49B 2.27%
23,321,200
-789,542
10
$1.46B 2.22%
12,334,416
-876,175
11
$1.44B 2.19%
21,024,535
-573,470
12
$1.41B 2.15%
10,153,231
-1,030,307
13
$1.4B 2.13%
19,143,706
+101,998
14
$1.4B 2.12%
35,533,375
-694,496
15
$1.39B 2.12%
32,019,446
+3,485,888
16
$1.39B 2.12%
47,002,475
-461,997
17
$1.39B 2.12%
19,345,724
-468,363
18
$1.34B 2.03%
23,181,015
-1,904,276
19
$1.26B 1.92%
16,250,027
+3,729,921
20
$1.25B 1.9%
79,609,333
-4,452,513
21
$1.23B 1.87%
17,407,316
+2,760,945
22
$1.22B 1.86%
26,570,988
+3,870,176
23
$1.22B 1.85%
19,238,669
-475,402
24
$1.2B 1.82%
31,320,327
+3,198,048
25
$1.16B 1.77%
19,472,922
-8,315,919
1
2 3 4 5