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
$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 Limited
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
1
$1.65B 2.62%
15,115,078
-670,409
2
$1.61B 2.55%
13,989,157
-507,603
3
$1.56B 2.48%
29,706,858
-163,719
4
$1.56B 2.48%
19,815,800
+1,493,258
5
$1.54B 2.45%
36,929,705
-4,430,989
6
$1.53B 2.43%
29,747,641
-942,527
7
$1.51B 2.4%
43,243,798
-686,022
8
$1.5B 2.38%
17,017,988
-339,061
9
$1.44B 2.29%
20,059,779
+100,232
10
$1.43B 2.27%
12,686,751
-329,027
11
$1.36B 2.16%
12,783,703
-638,157
12
$1.36B 2.16%
38,392,486
+2,962,922
13
$1.36B 2.16%
10,470,217
-114,270
14
$1.36B 2.16%
17,548,125
-764,635
15
$1.34B 2.12%
11,858,065
-3,739,059
16
$1.3B 2.06%
7,768,414
-150,979
17
$1.28B 2.04%
13,511,900
-287,674
18
$1.28B 2.03%
15,554,835
-892,653
19
$1.28B 2.03%
24,155,685
+5,151,604
20
$1.22B 1.93%
19,947,080
+4,129,251
21
$1.21B 1.93%
12,332,151
-2,257,350
22
$1.13B 1.8%
25,708,796
-6,001,296
23
$1.13B 1.79%
9,847,677
-2,426,476
24
$1.11B 1.77%
13,673,120
-455,163
25
$1.05B 1.67%
17,456,856
-537,390
1
2 3 4 5