BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings297 positions
MERCK & CO INC | 10.9M | $996.5M | 3.8% | $66.16 | +21.43% | 15 qtrssince 2018-Q4 | Decreased 0 |
AIR PRODUCTS AND CHEMICALS I | 3.5M | $834.2M | 3.1% | $242.88 | -11.17% | 15 qtrssince 2018-Q4 | Increased 64 |
HESS CORP | 7.9M | $833.8M | 3.1% | — | — | 15 qtrssince 2018-Q4 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 1.6M | $778.5M | 2.9% | $261.55 | +72.91% | 15 qtrssince 2018-Q4 | Decreased 0 |
DOLLAR GEN CORP | 2.9M | $723.6M | 2.7% | $167.10 | +38.15% | 15 qtrssince 2018-Q4 | Decreased 0 |
INTERNATIONAL FLAVORS&FRAGRA | 5.5M | $652.6M | 2.5% | $111.87 | -5.02% | 7 qtrssince 2020-Q4 | Increased 62 |
ALLSTATE CORP | 5M | $630.9M | 2.4% | $108.57 | +6.27% | 3 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.2M | $603.4M | 2.3% | $232.41 | +103.89% | 15 qtrssince 2018-Q4 | Decreased 0 |
COCA-COLA EUROPACIFIC PARTNE | 10.9M | $560.6M | 2.1% | $33.29 | +41.83% | 15 qtrssince 2018-Q4 | Decreased 0 |
HUNT J B TRANS SVCS INC | 3.5M | $555.7M | 2.1% | $114.71 | +31.87% | 13 qtrssince 2019-Q2 | Decreased 0 |
PHILLIPS 66 | 6.7M | $549.2M | 2.1% | $61.71 | +14.48% | 15 qtrssince 2018-Q4 | Decreased 0 |
MEDTRONIC PLC | 6M | $537.3M | 2.0% | $83.41 | -6.45% | 15 qtrssince 2018-Q4 | Increased 65 |
ADVANCE AUTO PARTS INC | 3.1M | $536.9M | 2.0% | $132.84 | +17.70% | 15 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 5.8M | $531.3M | 2.0% | $84.22 | -3.52% | 2 qtrssince 2022-Q1 | Increased 87 |
WELLS FARGO & CO | 13.2M | $518M | 2.0% | $31.28 | +12.41% | 15 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN INTL GROUP INC | 9.8M | $503.5M | 1.9% | $29.76 | +57.96% | 15 qtrssince 2018-Q4 | Decreased 0 |
VICI PPTYS INC | 16.7M | $498.3M | 1.9% | $22.42 | +4.50% | 9 qtrssince 2020-Q2 | Increased 80 |
COMCAST CORP NEW | 12.4M | $487.8M | 1.8% | $27.19 | +14.87% | 15 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 7M | $486.3M | 1.8% | $44.80 | +47.40% | 15 qtrssince 2018-Q4 | Increased 50 |
COGNIZANT TECHNOLOGY SOLUTIO | 6.9M | $463.9M | 1.8% | $47.57 | +31.51% | 10 qtrssince 2020-Q1 | Increased 55 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $26.5B across 297 positions as of Q2 2022. Top holdings: MRK (3.8%), APD (3.1%), HES (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 32 new positions, 47 exits, 68 increased. Top move: FIS (INCREASED, conviction 87). Portfolio: $26.5B across 297 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR