BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings331 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ADVANCE AUTO PARTS INC | 3.5M | $850.1M | 2.7% | $133.86 | +60.11% | 13 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 1.8M | $812M | 2.6% | $264.84 | +66.82% | 13 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 10.5M | $802.6M | 2.5% | $66.77 | +2.15% | 13 qtrssince 2018-Q4 | Increased 56 |
HUNT (JB) TRANSPRT SVCS INC | 3.6M | $738.6M | 2.3% | $114.71 | +70.42% | 11 qtrssince 2019-Q2 | Decreased 0 |
INTL FLAVORS & FRAGRANCES | 4.8M | $730.3M | 2.3% | $115.29 | +15.26% | 5 qtrssince 2020-Q4 | Decreased 0 |
HESS CORP | 9.6M | $710.4M | 2.2% | — | — | 13 qtrssince 2018-Q4 | Decreased 0 |
LOWE'S COS INC | 2.7M | $700M | 2.2% | $80.35 | +193.05% | 13 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 14M | $673.9M | 2.1% | $31.28 | +36.33% | 13 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 976,907 | $650M | 2.1% | $21.81 | +182.43% | 13 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 12.8M | $643.7M | 2.0% | $27.61 | +45.79% | 13 qtrssince 2018-Q4 | Increased 56 |
COCA-COLA EUROPACIFIC PARTNE | 11.4M | $637.7M | 2.0% | $32.79 | +50.30% | 13 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.3M | $635.7M | 2.0% | $235.73 | +100.02% | 13 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN INTERNATIONAL GROUP | 10.5M | $599.2M | 1.9% | $29.76 | +74.36% | 13 qtrssince 2018-Q4 | Decreased 0 |
DOLLAR GENERAL CORP | 2.5M | $596.1M | 1.9% | $159.45 | +37.62% | 13 qtrssince 2018-Q4 | Decreased 0 |
CORTEVA INC | 12.5M | $589.3M | 1.9% | $26.85 | +68.03% | 11 qtrssince 2019-Q2 | Decreased 0 |
COGNIZANT TECH SOLUTIONS-A | 6.6M | $584.6M | 1.8% | $47.15 | +76.80% | 8 qtrssince 2020-Q1 | Decreased 0 |
ORACLE CORP | 6.6M | $573.4M | 1.8% | $43.65 | +90.47% | 13 qtrssince 2018-Q4 | Decreased 0 |
US BANCORP | 10.1M | $564.6M | 1.8% | $32.15 | +45.34% | 13 qtrssince 2018-Q4 | Decreased 0 |
ALLSTATE CORP | 4.8M | $560M | 1.8% | $106.82 | 0.00% | 1 qtr | New 72 |
NORTHERN TRUST CORP | 4.5M | $539.6M | 1.7% | $74.49 | +41.12% | 12 qtrssince 2019-Q1 | Decreased 0 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $31.6B across 331 positions as of Q4 2021. Top holdings: AAP (2.7%), ELV (2.6%), MRK (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 62 new positions, 46 exits, 80 increased. Top move: ALL (NEW, conviction 72). Portfolio: $31.6B across 331 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
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