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
$30.6B
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$350M
3
+$308M
4
VRT icon
Vertiv
VRT
+$301M
5
MDT icon
Medtronic
MDT
+$270M

Top Sells

1
+$483M
2
+$322M
3
+$247M
4
LEN icon
Lennar Class A
LEN
+$244M
5
LOW icon
Lowe's Companies
LOW
+$201M

Sector Composition

1 Financials 17.18%
2 Healthcare 15.58%
3 Industrials 15.44%
4 Materials 10.09%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$932M 3.04%
8,704,692
-890,757
2
$908M 2.96%
11,063,111
+590,396
3
$806M 2.63%
1,639,912
-111,865
4
$786M 2.57%
3,146,279
+1,400,627
5
$718M 2.34%
5,182,332
+422,150
6
$718M 2.34%
3,574,523
-38,925
7
$705M 2.3%
3,405,980
-137,854
8
$681M 2.22%
11,854,483
-608,841
9
$661M 2.16%
13,647,063
-398,663
10
$658M 2.15%
2,957,808
+430,269
11
$634M 2.07%
10,104,083
-434,205
12
$620M 2.02%
4,721,724
-125,932
13
$617M 2.01%
1,209,249
-56,831
14
$603M 1.97%
6,974,329
-407,925
15
$591M 1.93%
12,615,933
-173,157
16
$582M 1.9%
11,969,495
+567,057
17
$565M 1.84%
6,825,288
+250,378
18
$564M 1.84%
1,357,971
-81,502
19
$558M 1.82%
4,793,561
+281,980
20
$550M 1.8%
6,133,129
-455,831
21
$543M 1.77%
4,895,256
+2,435,008
22
$537M 1.75%
8,529,260
-1,239,810
23
$534M 1.74%
2,136,528
-245,588
24
$506M 1.65%
13,174,591
-330,542
25
$489M 1.59%
2,882,431
+2,114,337
1
2 3 4 5