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
$28.4B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1 +$340M
2 +$232M
3 +$130M
4
JD icon
JD.com
JD
+$103M
5
ALB icon
Albemarle
ALB
+$99.5M

Top Sells

1 +$330M
2 +$219M
3 +$215M
4
RL icon
Ralph Lauren
RL
+$179M
5
VRT icon
Vertiv
VRT
+$153M

Sector Composition

1 Financials 13.75%
2 Healthcare 13.46%
3 Industrials 13.41%
4 Technology 12.66%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.1B 3.86%
22,871,779
-3,181,260
2
$849M 2.99%
19,351,559
+1,783,080
3
$743M 2.61%
2,713,306
+72,975
4
$727M 2.56%
20,137,652
+580,403
5
$713M 2.51%
6,539,647
-1,401
6
$677M 2.38%
11,261,929
+89,056
7
$664M 2.34%
5,948,620
-309,660
8
$657M 2.31%
4,544,905
+33,794
9
$645M 2.27%
1,367,432
-3,803
10
$622M 2.19%
12,284,922
+2,560,608
11
$606M 2.13%
12,317,629
-945,410
12
$599M 2.11%
4,154,502
-13,650
13
$562M 1.98%
15,532,878
-224,817
14
$556M 1.96%
24,364,915
+3,644,785
15
$544M 1.91%
19,347,270
+3,365,230
16
$532M 1.87%
5,932,213
-84,521
17
$530M 1.86%
6,433,691
+220,431
18
$529M 1.86%
7,804,557
+37,751
19
$529M 1.86%
3,777,027
-1,567,714
20
$515M 1.81%
15,164,061
-303,532
21
$514M 1.81%
2,575,725
-73,292
22
$505M 1.78%
1,534,162
-55,745
23
$467M 1.64%
10,789,441
-369,535
24
$447M 1.57%
3,359,091
-193,275
25
$442M 1.55%
8,981,110
-440,174