BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings287 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS CO-A | 22.9M | $1.1B | 3.9% | $17.02 | +181.47% | 11 qtrssince 2021-Q2 | Decreased 0 |
COMCAST CORP-CLASS A | 19.4M | $848.6M | 3.0% | $28.62 | +29.49% | 21 qtrssince 2018-Q4 | Increased 60 |
AIR PRODUCTS & CHEMICALS INC | 2.7M | $742.9M | 2.6% | $244.79 | +4.81% | 21 qtrssince 2018-Q4 | Increased 56 |
ENBRIDGE INC | 20.1M | $726.8M | 2.6% | $30.69 | +4.66% | 21 qtrssince 2018-Q4 | Increased 56 |
MERCK & CO. INC. | 6.5M | $713M | 2.5% | $67.13 | +52.36% | 21 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY NATIONAL INFO SERV | 11.3M | $676.5M | 2.4% | $72.71 | -20.70% | 8 qtrssince 2022-Q1 | Increased 54 |
BROADCOM INC | 594,862 | $664M | 2.3% | $21.81 | +400.41% | 21 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 4.5M | $657.3M | 2.3% | $87.12 | +59.25% | 21 qtrssince 2018-Q4 | Increased 54 |
ANTHEM INC | 1.4M | $644.8M | 2.3% | $279.84 | +63.12% | 21 qtrssince 2018-Q4 | Decreased 0 |
ENTERGY CORP | 6.1M | $621.6M | 2.2% | $44.08 | +5.37% | 21 qtrssince 2018-Q4 | Increased 67 |
WELLS FARGO & CO | 12.3M | $606.3M | 2.1% | $31.71 | +45.62% | 21 qtrssince 2018-Q4 | Decreased 0 |
HESS CORP | 4.2M | $598.9M | 2.1% | — | — | 21 qtrssince 2018-Q4 | Decreased 0 |
HALLIBURTON CO | 15.5M | $561.5M | 2.0% | $30.38 | +13.17% | 9 qtrssince 2021-Q4 | Decreased 0 |
AVANTOR INC | 24.4M | $556.3M | 2.0% | $21.37 | +6.82% | 4 qtrssince 2023-Q1 | Increased 58 |
ARAMARK | 19.3M | $543.7M | 1.9% | $22.63 | +21.40% | 21 qtrssince 2018-Q4 | Increased 73 |
APTIV PLC | 5.9M | $532.2M | 1.9% | $93.24 | -3.78% | 7 qtrssince 2022-Q2 | Decreased 0 |
MEDTRONIC PLC | 6.4M | $530M | 1.9% | $84.88 | -8.36% | 21 qtrssince 2018-Q4 | Increased 51 |
AMERICAN INTERNATIONAL GROUP | 7.8M | $528.8M | 1.9% | $30.88 | +110.28% | 21 qtrssince 2018-Q4 | Increased 50 |
ALLSTATE CORP | 3.8M | $528.7M | 1.9% | $108.16 | +24.33% | 9 qtrssince 2021-Q4 | Decreased 0 |
AXALTA COATING SYS LTD | 15.2M | $515.1M | 1.8% | $30.45 | +11.57% | 21 qtrssince 2018-Q4 | Decreased 0 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $28.4B across 287 positions as of Q4 2023. Top holdings: VRT (3.9%), CMCSA (3.0%), APD (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 33 new positions, 35 exits, 97 increased. Top move: ARMK (INCREASED, conviction 73). Portfolio: $28.4B across 287 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