BARROW HANLEY MEWHINNEY & STRAUSS LLC

data from 30/09/2025

Capitalization

$ 31.398 B 5.80 %

Average holding period

10 ans

Performance

$ 69.869 B 69 104.81 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BARROW HANLEY MEWHINNEY & STRAUSS LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CCL Carnival Corp 3.32% 1.044 B $ 36109629 2024/06/30 28.296 M $ 2.81 %
2025/09/30 ETR Entergy Corp 2.45% 770.399 M $ 8266971 2011/06/30 97.843 M $ 12.12 %
2025/09/30 MCHP Microchip Technology Inc 2.26% 709.506 M $ 11048057 2011/12/31 -54.059 M $ -8.74 %
2025/09/30 JCI Johnson Controls International 2.22% 697.982 M $ 6348180 2024/03/31 27.277 M $ 4.10 %
2025/09/30 ENTG Entegris Inc 2.20% 689.560 M $ 7457925 2025/03/31 83.211 M $ 14.64 %
2025/09/30 QCOM QUALCOMM Inc 2.09% 656.496 M $ 3946237 2015/03/31 27.313 M $ 4.46 %
2025/09/30 APTV Aptiv PLC 2.08% 652.340 M $ 7565994 2024/12/31 146.270 M $ 26.39 %
2025/09/30 PNW Pinnacle West Capital Corp 2.06% 647.679 M $ 7223725 2021/12/31 1.264 M $ 0.21 %
2025/09/30 BAC Bank of America Corp 2.05% 643.810 M $ 12479365 2024/06/30 53.713 M $ 9.02 %
2025/09/30 APD Air Products and Chemicals Inc 2.00% 627.065 M $ 2299299 2015/06/30 -21.275 M $ -3.31 %
2025/09/30 MRK Merck & Co Inc 1.98% 622.364 M $ 7415270 2011/12/31 41.531 M $ 6.03 %
2025/09/30 BRK-B Berkshire Hathaway Inc 1.91% 600.357 M $ 1194170 2025/09/30 0.000 $ 0.00 %
2025/09/30 LEN Lennar Corp 1.90% 596.504 M $ 4732654 2025/03/31 63.720 M $ 13.95 %
2025/09/30 CVX Chevron Corp 1.87% 588.067 M $ 3786897 2025/06/30 10.847 M $ 8.45 %
2025/09/30 XOM Exxon Mobil Corp 1.79% 563.398 M $ 4996881 2024/06/30 23.834 M $ 4.59 %
2025/09/30 PSA Public Storage 1.79% 560.535 M $ 1940574 2023/09/30 -8.427 M $ -1.56 %
2025/09/30 VRT Vertiv Holdings Co 1.73% 543.696 M $ 3603977 2021/06/30 128.240 M $ 17.48 %
2025/09/30 PLD Prologis Inc 1.69% 532.051 M $ 4645926 2024/06/30 40.146 M $ 8.94 %
2025/09/30 AIG American International Group I 1.69% 530.204 M $ 6750756 2013/06/30 -48.542 M $ -8.24 %
2025/09/30 KDP Keurig Dr Pepper Inc 1.67% 524.459 M $ 20558966 2023/12/31 -153.844 M $ -22.84 %
2025/09/30 WAL Western Alliance Bancorp 1.65% 518.578 M $ 5979916 2024/09/30 38.285 M $ 11.21 %
2025/09/30 XEL Xcel Energy Inc 1.59% 498.793 M $ 6184668 2024/09/30 78.061 M $ 18.43 %
2025/09/30 AXTA Axalta Coating Systems Ltd 1.43% 447.653 M $ 15641269 2016/06/30 -14.839 M $ -3.60 %
2025/09/30 ORCL Oracle Corp 1.40% 438.392 M $ 1558783 2014/03/31 116.979 M $ 28.64 %
2025/09/30 AVTR Avantor Inc 1.37% 431.161 M $ 34548129 2023/03/31 -30.567 M $ -7.28 %
2025/09/30 WYNN Wynn Resorts Ltd 1.37% 431.004 M $ 3360129 2023/09/30 116.047 M $ 36.94 %
2025/09/30 PSX Phillips 66 1.36% 428.354 M $ 3149198 2012/06/30 53.197 M $ 14.02 %
2025/09/30 FIS Fidelity National Information 1.36% 426.961 M $ 6474994 2022/03/31 -140.754 M $ -19.00 %
2025/09/30 FTV Fortive Corp 1.36% 426.699 M $ 8709913 2024/12/31 -17.625 M $ -6.02 %
2025/09/30 MDT Medtronic PLC 1.33% 418.988 M $ 4399288 2015/03/31 35.497 M $ 9.26 %
2025/09/30 WFC Wells Fargo & Co 1.29% 405.824 M $ 4841613 2011/12/31 17.892 M $ 4.62 %
2025/09/30 PR Permian Resources Corp 1.28% 402.054 M $ 31410486 2024/12/31 -26.104 M $ -6.02 %
2025/09/30 NICE Nice Ltd- ADR 1.28% 400.884 M $ 2768920 2024/12/31 -65.051 M $ -14.29 %
2025/09/30 AXP American Express Co 1.28% 400.410 M $ 1205472 2011/12/31 16.019 M $ 4.13 %
2025/09/30 SLM SLM Corp 1.27% 400.252 M $ 14459986 2024/12/31 -72.070 M $ -15.58 %
2025/09/30 VICI VICI Properties Inc 1.22% 383.121 M $ 11748574 2020/06/30 118.571 K $ 0.03 %
2025/09/30 Everest Group Ltd 1.12% 350.083 M $ 999581 2025/03/31 9.775 M $ 3.05 %
2025/09/30 UNH UnitedHealth Group Inc 1.11% 347.605 M $ 1006676 2010/12/31 33.417 M $ 10.68 %
2025/09/30 PM Philip Morris International In 1.11% 347.412 M $ 2141877 2011/03/31 -48.444 M $ -10.94 %
2025/09/30 CRH CRH PLC 1.09% 341.615 M $ 2849167 2023/09/30 80.704 M $ 30.61 %
2025/09/30 SNY Sanofi SA- ADR 1.07% 336.394 M $ 7126993 2024/03/31 -8.081 M $ -2.30 %
2025/09/30 GOOG Alphabet Inc 1.04% 327.671 M $ 1345397 2019/09/30 60.668 M $ 37.30 %
2025/09/30 CIEN Ciena Corp 1.00% 314.568 M $ 2159454 2018/06/30 273.626 M $ 79.11 %
2025/09/30 AMT American Tower Corp 0.97% 305.872 M $ 1590435 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMG Warner Music Group Corp 0.97% 303.637 M $ 8914756 2024/09/30 58.322 M $ 25.04 %
2025/09/30 LVS Las Vegas Sands Corp 0.93% 293.371 M $ 5454013 2020/06/30 38.994 M $ 23.63 %
2025/09/30 WTW Willis Towers Watson PLC 0.92% 288.475 M $ 835070 2015/12/31 39.787 M $ 12.71 %
2025/09/30 ACM AECOM 0.92% 288.356 M $ 2210130 2020/06/30 38.648 M $ 15.60 %
2025/09/30 CTSH Cognizant Technology Solutions 0.90% 282.870 M $ 4217532 2020/03/31 -45.556 M $ -14.05 %
2025/09/30 COF Capital One Financial Corp 0.90% 281.724 M $ 1325261 2025/06/30 -239.646 K $ -0.08 %
2025/09/30 EA Electronic Arts Inc 0.85% 267.202 M $ 1324748 2022/06/30 75.052 M $ 26.30 %
2025/09/30 HAL Halliburton Co 0.85% 267.065 M $ 10856296 2021/12/31 75.343 M $ 20.71 %
2025/09/30 MAA Mid-America Apartment Communit 0.79% 247.466 M $ 1771029 2024/03/31 -14.977 M $ -5.59 %
2025/09/30 GOOGL Alphabet Inc 0.75% 235.289 M $ 967868 2022/12/31 58.589 M $ 37.94 %
2025/09/30 ECG Everus Construction Group Inc 0.73% 228.524 M $ 2665008 2024/12/31 65.332 M $ 34.98 %
2025/09/30 BNS Bank of Nova Scotia/The 0.72% 227.188 M $ 3514124 2024/06/30 33.449 M $ 16.97 %
2025/09/30 JBHT JB Hunt Transport Services Inc 0.65% 204.826 M $ 1526618 2019/06/30 -14.541 M $ -6.57 %
2025/09/30 NEM Newmont Corp 0.64% 200.993 M $ 2383980 2023/06/30 114.963 M $ 44.71 %
2025/09/30 CNP CenterPoint Energy Inc 0.55% 172.016 M $ 4433413 2020/06/30 9.158 M $ 5.61 %
2025/09/30 DD DuPont de Nemours Inc 0.54% 170.461 M $ 2188207 2019/06/30 15.068 M $ 13.57 %
2025/09/30 MDU MDU Resources Group Inc 0.52% 162.573 M $ 9128208 2021/12/31 10.009 M $ 6.84 %
2025/09/30 ELV Elevance Health Inc 0.51% 160.701 M $ 497340 2014/12/31 -38.264 M $ -16.93 %
2025/09/30 LFUS Littelfuse Inc 0.50% 158.518 M $ 612016 2024/06/30 14.960 M $ 14.24 %
2025/09/30 DAR Darling Ingredients Inc 0.50% 158.119 M $ 5122104 2015/12/31 -34.179 M $ -18.63 %
2025/09/30 CACI CACI International Inc 0.48% 150.012 M $ 300757 2022/06/30 8.991 M $ 4.63 %
2025/09/30 WCC WESCO International Inc 0.46% 145.222 M $ 686630 2025/03/31 15.115 M $ 14.20 %
2025/09/30 PCG PG&E Corp 0.45% 140.276 M $ 9302090 2025/09/30 0.000 $ 0.00 %
2025/09/30 JD JD.com Inc- ADR 0.43% 134.344 M $ 3840591 2023/12/31 7.647 M $ 7.17 %
2025/09/30 JEF Jefferies Financial Group Inc 0.42% 130.508 M $ 1994922 2018/06/30 21.387 M $ 19.62 %
2025/09/30 PRKS United Parks & Resorts Inc 0.41% 128.838 M $ 2492036 2019/06/30 11.348 M $ 9.65 %
2025/09/30 CB Chubb Ltd 0.41% 127.306 M $ 451041 2019/03/31 -3.485 M $ -2.58 %
2025/09/30 ENB Enbridge Inc 0.39% 121.568 M $ 2409195 2018/12/31 18.832 M $ 11.35 %
2025/09/30 ALL Allstate Corp/The 0.34% 108.130 M $ 503750 2021/12/31 6.855 M $ 6.63 %
2025/09/30 BLD TopBuild Corp 0.34% 106.446 M $ 272338 2025/06/30 15.936 M $ 20.73 %
2025/09/30 ST Sensata Technologies Holding P 0.33% 102.408 M $ 3352146 2025/06/30 1.268 M $ 1.46 %
2025/09/30 ELAN Elanco Animal Health Inc 0.32% 101.428 M $ 5036147 2025/03/31 44.705 M $ 41.04 %
2025/09/30 LITE Lumentum Holdings Inc 0.32% 99.354 M $ 610623 2024/09/30 69.888 M $ 71.17 %
2025/09/30 COHR Coherent Corp 0.32% 99.003 M $ 919079 2022/09/30 19.806 M $ 20.75 %
2025/09/30 TSEM Tower Semiconductor Ltd 0.31% 96.755 M $ 1338242 2024/03/31 54.493 M $ 66.78 %
2025/09/30 BWXT BWX Technologies Inc 0.31% 96.244 M $ 522013 2019/03/31 39.244 M $ 27.98 %
2025/09/30 PAGP Plains GP Holdings LP 0.29% 91.250 M $ 5002741 2023/06/30 -7.747 M $ -6.12 %
2025/09/30 TCBI Texas Capital Bancshares Inc 0.29% 90.065 M $ 1065474 2014/09/30 5.774 M $ 6.46 %
2025/09/30 GEO GEO Group Inc/The 0.28% 88.625 M $ 4325296 2025/09/30 0.000 $ 0.00 %
2025/09/30 KNF Knife River Corp 0.28% 86.502 M $ 1125305 2023/06/30 -5.370 M $ -5.84 %
2025/09/30 KN Knowles Corp 0.25% 77.894 M $ 3341635 2024/12/31 20.143 M $ 32.29 %
2025/09/30 ATI ATI Inc 0.24% 75.055 M $ 922730 2016/09/30 -4.886 M $ -5.79 %
2025/09/30 MTRN Materion Corp 0.23% 73.012 M $ 604350 2020/06/30 26.530 M $ 52.21 %
2025/09/30 TILE Interface Inc 0.23% 72.263 M $ 2496978 2021/09/30 21.814 M $ 38.27 %
2025/09/30 EPAC Enerpac Tool Group Corp 0.22% 70.290 M $ 1714391 2020/03/31 824.214 K $ 1.08 %
2025/09/30 DIOD Diodes Inc 0.22% 68.157 M $ 1280905 2013/06/30 434.100 K $ 0.61 %
2025/09/30 SXI Standex International Corp 0.21% 67.431 M $ 318221 2021/09/30 18.682 M $ 35.42 %
2025/09/30 OFG OFG Bancorp 0.20% 63.212 M $ 1453492 2018/06/30 1.062 M $ 1.61 %
2025/09/30 LOB Live Oak Bancshares Inc 0.20% 62.561 M $ 1776292 2023/03/31 10.195 M $ 18.19 %
2025/09/30 EXTR Extreme Networks Inc 0.20% 62.403 M $ 3021934 2023/12/31 8.643 M $ 15.04 %
2025/09/30 HLIO Helios Technologies Inc 0.19% 60.860 M $ 1167469 2024/06/30 23.698 M $ 56.22 %
2025/09/30 ROCK Gibraltar Industries Inc 0.19% 59.884 M $ 953560 2011/06/30 3.479 M $ 6.44 %
2025/09/30 KALU Kaiser Aluminum Corp 0.19% 59.630 M $ 772804 2022/06/30 -2.391 M $ -3.43 %
2025/09/30 KEX Kirby Corp 0.18% 57.641 M $ 690723 2020/12/31 -19.839 M $ -26.42 %
2025/09/30 INDA iShares MSCI India ETF 0.18% 57.083 M $ 1096480 2024/03/31 -4.030 M $ -6.50 %
2025/09/30 WSC WillScot Holdings Corp 0.17% 52.384 M $ 2481461 2020/09/30 -15.038 M $ -22.96 %