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
$51B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$543M
2
+$296M
3
+$272M
4
LIN icon
Linde
LIN
+$246M
5
ARMK icon
Aramark
ARMK
+$235M

Top Sells

1
+$1.28B
2
+$388M
3
+$256M
4
BAC icon
Bank of America
BAC
+$209M
5
OXY icon
Occidental Petroleum
OXY
+$189M

Sector Composition

1 Financials 18.94%
2 Healthcare 15.79%
3 Energy 12.54%
4 Industrials 12.36%
5 Technology 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.54B 3.01%
14,226,902
-888,176
2
$1.36B 2.66%
32,798,683
-4,131,022
3
$1.31B 2.57%
28,503,057
-1,203,801
4
$1.31B 2.57%
14,171,980
+182,823
5
$1.27B 2.49%
28,179,566
-1,568,075
6
$1.26B 2.46%
19,170,872
-644,928
7
$1.25B 2.45%
36,753,861
-1,638,625
8
$1.23B 2.4%
41,351,378
-1,892,420
9
$1.2B 2.35%
7,485,650
-282,764
10
$1.18B 2.3%
13,645,296
+958,545
11
$1.15B 2.25%
20,156,306
+96,527
12
$1.1B 2.16%
10,227,926
-242,291
13
$1.1B 2.16%
11,565,607
-1,218,096
14
$1.1B 2.16%
11,288,869
-569,196
15
$1.09B 2.14%
23,927,606
-228,079
16
$1.09B 2.14%
16,292,740
-725,248
17
$1.08B 2.12%
11,893,150
-439,001
18
$1.07B 2.1%
14,968,811
+3,801,740
19
$1.03B 2.02%
16,543,616
-1,004,509
20
$975M 1.91%
22,467,022
+2,039,820
21
$964M 1.89%
9,495,470
-352,207
22
$907M 1.78%
28,190,701
+1,217,343
23
$890M 1.74%
22,573,630
+7,516,503
24
$888M 1.74%
13,304,408
-368,712
25
$881M 1.73%
23,959,525
-1,749,271
1
2 3 4 5