BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings315 positions
WELLS FARGO & CO | 17.4M | $808.8M | 2.7% | $31.28 | +31.36% | 12 qtrssince 2018-Q4 | Decreased 0 |
ADVANCE AUTO PARTS INC | 3.8M | $796.7M | 2.6% | $132.84 | +39.21% | 12 qtrssince 2018-Q4 | Increased 55 |
HESS CORP | 10.1M | $788M | 2.6% | — | — | 12 qtrssince 2018-Q4 | Increased 62 |
MERCK & CO INC | 10.2M | $767M | 2.5% | $65.83 | -2.09% | 12 qtrssince 2018-Q4 | Increased 55 |
AMERICAN INTL GROUP INC | 13M | $715.3M | 2.4% | $29.76 | +70.59% | 12 qtrssince 2018-Q4 | Increased 54 |
COMCAST CORP NEW | 12.3M | $689.4M | 2.3% | $26.72 | +64.11% | 12 qtrssince 2018-Q4 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 1.8M | $687M | 2.3% | $261.55 | +32.49% | 12 qtrssince 2018-Q4 | Increased 55 |
INTERNATIONAL FLAVORS&FRAGRA | 5.1M | $683.7M | 2.3% | $112.77 | +3.82% | 4 qtrssince 2020-Q4 | Decreased 0 |
COCA-COLA EUROPACIFIC PARTNE | 11.7M | $646.4M | 2.1% | $32.79 | +45.30% | 12 qtrssince 2018-Q4 | Decreased 0 |
US BANCORP | 10.8M | $643.3M | 2.1% | $32.15 | +54.74% | 12 qtrssince 2018-Q4 | Decreased 0 |
LOWES COS INC | 3M | $618.4M | 2.1% | $80.35 | +129.16% | 12 qtrssince 2018-Q4 | Decreased 0 |
HUNT J B TRANS SVCS INC | 3.6M | $606.9M | 2.0% | $114.71 | +39.21% | 10 qtrssince 2019-Q2 | Increased 55 |
ORACLE CORP | 6.7M | $586.7M | 1.9% | $43.11 | +88.95% | 12 qtrssince 2018-Q4 | Increased 52 |
CORTEVA INC | 13.1M | $549.3M | 1.8% | $4.00 | +49.76% | 10 qtrssince 2019-Q2 | Increased 51 |
DOLLAR GEN CORP | 2.5M | $538.3M | 1.8% | $159.45 | +26.36% | 12 qtrssince 2018-Q4 | Increased 50 |
RTX CORPORATION | 6.2M | $536.9M | 1.8% | $51.52 | +49.86% | 7 qtrssince 2020-Q1 | Decreased 0 |
PHILLIPS 66 | 7.6M | $534.1M | 1.8% | $61.71 | -5.35% | 12 qtrssince 2018-Q4 | Increased 52 |
EXELON CORP | 11M | $529.4M | 1.8% | $23.94 | +20.54% | 12 qtrssince 2018-Q4 | Increased 52 |
RALPH LAUREN CORP | 4.7M | $517.4M | 1.7% | $102.47 | +4.32% | 7 qtrssince 2020-Q1 | Increased 50 |
CVS HEALTH CORP | 6M | $511.2M | 1.7% | $50.96 | +41.07% | 12 qtrssince 2018-Q4 | Decreased 0 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $30.2B across 315 positions as of Q3 2021. Top holdings: WFC (2.7%), AAP (2.6%), HES (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 38 new positions, 40 exits, 78 increased. Top move: HES (INCREASED, conviction 62). Portfolio: $30.2B across 315 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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
Verify source filings on SEC EDGAR