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
$29.4B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$432M
2
+$314M
3
+$269M
4
MCHP icon
Microchip Technology
MCHP
+$224M
5
AVTR icon
Avantor
AVTR
+$188M

Top Sells

1
+$686M
2
+$571M
3
+$172M
4
ETR icon
Entergy
ETR
+$167M
5
WFC icon
Wells Fargo
WFC
+$166M

Sector Composition

1 Financials 14.13%
2 Technology 13.31%
3 Consumer Discretionary 11.12%
4 Energy 10.01%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$900M 3.07%
36,098,898
-270,374
2
$837M 2.85%
11,042,159
-2,205,103
3
$765M 2.61%
2,638,257
-316,797
4
$765M 2.61%
18,031,638
-2,963,889
5
$749M 2.55%
9,278,077
-308,363
6
$682M 2.32%
21,219,771
+8,363,192
7
$673M 2.29%
17,937,001
+472,659
8
$643M 2.19%
30,528,092
+8,936,879
9
$625M 2.13%
6,285,905
+629,303
10
$591M 2.01%
3,844,497
-90,179
11
$582M 1.98%
6,864,993
+37,768
12
$575M 1.96%
1,608,133
-29,770
13
$563M 1.92%
7,128,506
+305,185
14
$524M 1.78%
11,913,585
-265,329
15
$517M 1.76%
7,098,551
-165,656
16
$511M 1.74%
1,706,632
-35,425
17
$490M 1.67%
14,321,654
-239,193
18
$482M 1.64%
9,382,267
+2,152,829
19
$456M 1.55%
4,931,536
-562,807
20
$447M 1.52%
3,712,295
-148,453
21
$444M 1.51%
5,236,920
+17,447
22
$444M 1.51%
6,573,894
+1,090,208
23
$444M 1.51%
7,338,877
-157,365
24
$444M 1.51%
3,334,987
-97,262
25
$438M 1.49%
16,093,680
+2,171,722
1
2 3 4 5