Institutional investor · Portfolio as of Q4 2023
Quarterly Portfolio Change
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 Rating: 2/5.0.
Active quarter - 33 new positions, 35 exits, 97 increased. Top move: ETR (INCREASED, conviction 67). Portfolio: $28.4B across 287 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile