BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings340 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
LOWE'S COS INC | 14.6M | $1.6B | 2.9% | $80.41 | +18.41% | 2 qtrssince 2018-Q4 | Increased 57 |
JOHNSON CONTROLS INTERNATION | 40.2M | $1.5B | 2.7% | $25.50 | +25.65% | 2 qtrssince 2018-Q4 | Decreased 0 |
DOMINION RESOURCES INC/VA | 19M | $1.5B | 2.6% | $54.49 | +4.62% | 2 qtrssince 2018-Q4 | Increased 68 |
COMCAST CORP-CLASS A | 36.5M | $1.5B | 2.6% | $25.78 | +17.42% | 2 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 26.7M | $1.4B | 2.6% | $40.29 | +20.30% | 2 qtrssince 2018-Q4 | Decreased 0 |
AIR PRODUCTS & CHEMICALS INC | 7.4M | $1.4B | 2.6% | $133.74 | +20.04% | 2 qtrssince 2018-Q4 | Decreased 0 |
DOLLAR GENERAL CORP | 11.9M | $1.4B | 2.6% | $97.15 | +11.72% | 2 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 29.1M | $1.4B | 2.5% | $37.39 | +5.69% | 2 qtrssince 2018-Q4 | Increased 56 |
PHILLIPS 66 COM STK | 14.3M | $1.4B | 2.4% | $63.90 | +10.86% | 2 qtrssince 2018-Q4 | Increased 57 |
| 10.3M | $1.3B | 2.4% | — | — | 2 qtrssince 2018-Q4 | Increased 55 | |
DOWDUPONT INC COM | 24.3M | $1.3B | 2.3% | — | — | 2 qtrssince 2018-Q4 | Increased 64 |
MEDTRONIC PLC | 13.2M | $1.2B | 2.2% | $74.28 | +2.33% | 2 qtrssince 2018-Q4 | Increased 61 |
AMERICAN EXPRESS CO | 11M | $1.2B | 2.2% | $86.06 | +15.14% | 2 qtrssince 2018-Q4 | Decreased 0 |
US BANCORP | 24.7M | $1.2B | 2.1% | $33.97 | +7.19% | 2 qtrssince 2018-Q4 | Increased 56 |
JPMORGAN CHASE & CO | 11.5M | $1.2B | 2.1% | $79.31 | +5.27% | 2 qtrssince 2018-Q4 | Increased 56 |
QUALCOMM INC | 19.9M | $1.1B | 2.0% | $47.96 | +1.56% | 2 qtrssince 2018-Q4 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 12.7M | $1.1B | 2.0% | $46.78 | +33.07% | 2 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 9.5M | $1.1B | 2.0% | $93.98 | +17.92% | 2 qtrssince 2018-Q4 | Increased 55 |
GENERAL ELECTRIC CO | 111.8M | $1.1B | 2.0% | — | — | — | Increased 61 |
BP PLC-SPONS ADR | 25.1M | $1.1B | 2.0% | $26.17 | +14.93% | 2 qtrssince 2018-Q4 | Increased 55 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $55.5B across 340 positions as of Q1 2019. Top holdings: LOW (2.9%), JCI (2.7%), D (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 27 new positions, 35 exits, 169 increased. Top move: D (INCREASED, conviction 68). Portfolio: $55.5B across 340 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR