BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings282 positions
AIR PRODS & CHEMS INC | 2.7M | $819.2M | 3.1% | $242.88 | +13.38% | 19 qtrssince 2018-Q4 | Decreased 0 |
VERTIV HOLDINGS CO | 31.2M | $772.8M | 2.9% | $17.15 | +43.90% | 9 qtrssince 2021-Q2 | Decreased 0 |
MERCK & CO INC | 6.6M | $763.3M | 2.8% | $66.16 | +58.09% | 19 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP NEW | 17.6M | $732.6M | 2.7% | $27.34 | +24.78% | 19 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 6.1M | $731.2M | 2.7% | $45.68 | +150.79% | 19 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO CO NEW | 14.2M | $606.9M | 2.3% | $31.71 | +24.19% | 19 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 11M | $603.6M | 2.2% | $70.36 | -29.00% | 6 qtrssince 2022-Q1 | Decreased 0 |
HESS CORP | 4.4M | $601.7M | 2.2% | — | — | 19 qtrssince 2018-Q4 | Decreased 0 |
HUNT J B TRANS SVCS INC | 3.2M | $580.9M | 2.2% | $114.71 | +53.00% | 17 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 641,496 | $556.5M | 2.1% | $21.74 | +284.25% | 19 qtrssince 2018-Q4 | Decreased 0 |
APTIV PLC | 5.4M | $555.4M | 2.1% | $92.68 | +8.86% | 5 qtrssince 2022-Q2 | Increased 61 |
ELEVANCE HEALTH INC | 1.2M | $550.4M | 2.0% | $261.55 | +61.03% | 19 qtrssince 2018-Q4 | Decreased 0 |
MEDTRONIC PLC | 6.2M | $543.6M | 2.0% | $82.70 | -4.26% | 19 qtrssince 2018-Q4 | Increased 55 |
ENBRIDGE INC | 14.1M | $523.3M | 1.9% | $31.28 | +1.65% | 19 qtrssince 2018-Q4 | Increased 60 |
AXALTA COATING SYS LTD | 15.7M | $513.7M | 1.9% | $30.45 | +7.76% | 19 qtrssince 2018-Q4 | Decreased 0 |
ARAMARK | 11.4M | $489.8M | 1.8% | $19.24 | +55.83% | 19 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 4M | $478.3M | 1.8% | $83.39 | +33.02% | 19 qtrssince 2018-Q4 | Increased 66 |
ALLSTATE CORP | 4.2M | $459.6M | 1.7% | $108.65 | -4.98% | 7 qtrssince 2021-Q4 | Increased 49 |
VICI PPTYS INC | 14.5M | $456.9M | 1.7% | $22.42 | +15.73% | 13 qtrssince 2020-Q2 | Decreased 0 |
LITHIA MTRS INC | 1.5M | $455.5M | 1.7% | $267.68 | +10.94% | 8 qtrssince 2021-Q3 | Increased 53 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $26.8B across 282 positions as of Q2 2023. Top holdings: APD (3.1%), VRT (2.9%), MRK (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 35 new positions, 41 exits, 81 increased. Top move: QCOM (INCREASED, conviction 66). Portfolio: $26.8B across 282 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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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
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