James Barrow

Last Update: 2014-05-13

Number of Stocks: 171
Number of New Stocks: 13

Total Value: $69,879 Mil
Q/Q Turnover: 7%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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James Barrow Bought these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
INTC Intel Corp 2014-03-31 Add0.78%$23.52 - $26.67
($24.98)
$ 31.2625%Add 63.8%54,414,773
WMT Wal-Mart Stores Inc 2014-03-31 Add0.63%$72.66 - $78.91
($75.43)
$ 77.062%Add 92.92%11,449,952
SNY Sanofi 2014-03-31 Add0.39%$47.77 - $53.63
($50.68)
$ 51.672%Add 22.72%27,790,116
VZ Verizon Communicatio... 2014-03-31 Add0.25%$45.98 - $49.3
($47.35)
$ 49.645%Add 15.92%26,524,596
CRH CRH PLC 2014-03-31 Add0.12%$25.21 - $29.72
($27.32)
$ 25.84-5%Add 36.42%11,232,351
JOY Joy Global Inc 2014-03-31 Add0.12%$51.72 - $58.55
($55.57)
$ 60.218%Add 28.78%6,255,387
SWK Stanley Black & Deck... 2014-03-31 Add0.12%$75.64 - $83.04
($80.2)
$ 86.097%Add 14.4%8,226,499
AIG American Internation... 2014-03-31 Add0.11%$46.88 - $52.22
($49.77)
$ 54.4810%Add 60.09%3,967,242
HAE Haemonetics Corp 2014-03-31 Add0.1%$31.84 - $43.37
($38.44)
$ 35.32-8%Add 217.54%3,042,669
KBR KBR Inc 2014-03-31 Add0.08%$26.35 - $33.62
($30.27)
$ 23.05-24%Add 47.64%6,727,798
CIT CIT Group Inc 2014-03-31 Add0.08%$45.46 - $52.15
($48.83)
$ 44.5-9%Add 23.26%6,310,273
LB L Brands Inc 2014-03-31 Add0.05%$50.87 - $61.85
($56.07)
$ 60.217%Add 21.74%3,169,244
RAI Reynolds American In... 2014-03-31 Add0.04%$46.96 - $56.31
($50.3)
$ 62.2624%Add 23.4%3,065,393
PNW Pinnacle West Capita... 2014-03-31 Add0.02%$51.28 - $55.65
($53.55)
$ 56.946%Add 24.96%1,408,005
COH Coach Inc 2014-03-31 Add0.01%$45.41 - $56.39
($49.99)
$ 34.1-32%Add 158.03%266,285
PKE Park Electrochemical... 2014-03-31 Add0.01%$26.63 - $30.32
($28.65)
$ 31.6911%Add 20.16%1,168,473
CVX Chevron Corp 2014-03-31 Add0.01%$109.52 - $125.07
($116.52)
$ 130.2512%Add 24.19%393,741
WMT Wal-Mart Stores Inc 2013-12-31 Add0.53%$71.87 - $81.21
($77.52)
$ 77.06-1%Add 365.93%5,935,100
INTC Intel Corp 2013-12-31 Add0.48%$22.48 - $25.85
($24.18)
$ 31.2629%Add 66.63%33,221,124
TEVA Teva Pharmaceutical ... 2013-12-31 Add0.31%$36.59 - $41.7
($39.39)
$ 5437%Add 79.64%12,143,563
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

James Barrow's Profile:

Mr. Barrow is Executive Director of Dallas based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. He graduated from the University of South Carolina with a BS. For the 10-year period ended 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns.



James Barrow's Performance:

Average Annual Return of Vanguard Selected Value Fund
5 Yrs 10 Yrs Since Inception
21.8% 7.8% 7.1%
» More Profile & Performance

James Barrow's Current Portfolio:

Ticker Shares Value ($1000)
WFC42,859,4682,131,830
JPM32,815,5521,992,230
MDT31,718,2091,951,940
PFE59,895,5711,923,840
PNC21,657,9361,884,240
PM22,589,6931,849,420
AXP19,045,9761,714,710
JNJ16,953,0291,665,300
MSFT40,560,8011,662,590
COF21,445,4101,654,730
» More Current Portfolio

James Barrow's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 24.1% 24.1%
Healthcare 17.5% 17.5%
Technology 13.6% 13.6%
Consumer Defensive 10.2% 10.2%
Energy 9% 9%
Consumer Cyclical 5.4% 5.4%
Utilities 3.5% 3.5%
Communication Services 3.5% 3.5%
Industrials 2.5% 2.5%
Basic Materials 2.5% 2.5%
Real Estate 0.4% 0.4%
» More Sector Weightings

James Barrow's News:

» More Related News


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