BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings284 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MERCK & CO. INC. | 9.4M | $1B | 3.9% | $67.13 | +50.84% | 17 qtrssince 2018-Q4 | Decreased 0 |
AIR PRODUCTS & CHEMICALS INC | 3M | $931.8M | 3.5% | $244.47 | +15.27% | 17 qtrssince 2018-Q4 | Decreased 0 |
HESS CORP | 5.4M | $772.8M | 2.9% | — | — | 17 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 1.5M | $745.2M | 2.8% | $264.84 | +85.11% | 17 qtrssince 2018-Q4 | Decreased 0 |
PHILLIPS 66 COM STK | 6M | $621.6M | 2.3% | $61.71 | +48.21% | 17 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 7.4M | $602.5M | 2.3% | $46.12 | +70.33% | 17 qtrssince 2018-Q4 | Increased 54 |
HUNT (JB) TRANSPRT SVCS INC | 3.4M | $590.4M | 2.2% | $114.71 | +46.70% | 15 qtrssince 2019-Q2 | Decreased 0 |
ALLSTATE CORP | 4.3M | $588.5M | 2.2% | $108.65 | +16.35% | 5 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.1M | $576.9M | 2.2% | $235.73 | +112.92% | 17 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY NATIONAL INFO SERV | 8.4M | $567.8M | 2.1% | $81.38 | -22.81% | 4 qtrssince 2022-Q1 | Increased 68 |
AMERICAN INTERNATIONAL GROUP | 8.7M | $551.4M | 2.1% | $30.72 | +92.56% | 17 qtrssince 2018-Q4 | Decreased 0 |
DOLLAR GENERAL CORP | 2.2M | $542.2M | 2.0% | $167.10 | +38.64% | 17 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 15.2M | $530.8M | 2.0% | $27.12 | +5.86% | 17 qtrssince 2018-Q4 | Increased 51 |
DEERE AND CO | 1.2M | $523.2M | 2.0% | $178.72 | +130.06% | 15 qtrssince 2019-Q2 | Decreased 0 |
WELLS FARGO & CO | 12.5M | $514.3M | 1.9% | $31.28 | +20.08% | 17 qtrssince 2018-Q4 | Decreased 0 |
VICI PROPERTIES INC | 15.5M | $502.9M | 1.9% | $23.66 | +16.18% | 11 qtrssince 2020-Q2 | Decreased 0 |
ARAMARK | 11.9M | $492.8M | 1.9% | $18.71 | +54.12% | 17 qtrssince 2018-Q4 | Decreased 0 |
HALLIBURTON CO | 11.4M | $449.7M | 1.7% | $29.08 | +26.43% | 5 qtrssince 2021-Q4 | Increased 62 |
VERTIV HOLDINGS CO-A | 32.9M | $449.7M | 1.7% | $17.02 | -19.97% | 7 qtrssince 2021-Q2 | Decreased 0 |
DUPONT DE NEMOURS INC | 6.5M | $447.7M | 1.7% | $84.87 | -5.22% | 15 qtrssince 2019-Q2 | Increased 55 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $26.6B across 284 positions as of Q4 2022. Top holdings: MRK (3.9%), APD (3.5%), HES (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 9 new positions, 20 exits, 77 increased. Top move: FIS (INCREASED, conviction 68). Portfolio: $26.6B across 284 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