Henry James International Management Inc. Diversified Active

CIK: 0001750423 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 7, 2020

Total Value ($000): $244,928 (100.0% shares, 0.0% debt)

Holdings (122)

SHOP Shopify, Inc. Class A 6.7%
Value ($000) $16,438 Shares 16,069 Est. Cost $16.57 Unrealized +500.1%
SONY SONY CORP 4.7%
Value ($000) $11,526 Shares 150,180 Est. Cost $54.18 Unrealized
RACE Ferrari NV 4.1%
Value ($000) $9,929 Shares 53,933 Est. Cost $128.51 Unrealized +44.8%
ERIC ERICSSON L M TELEPHONE CO 3.5%
Value ($000) $8,456 Shares 776,525 Est. Cost $8.77 Unrealized
SAP SAP SE-SPONSORED ADR 3.2%
Value ($000) $7,936 Shares 50,937 Est. Cost $117.30 Unrealized
GIB CGI Inc. 2.9%
Value ($000) $6,992 Shares 103,179 Est. Cost $62.84 Unrealized +7.8%
SNN Smith & Nephew Plc 2.7%
Value ($000) $6,636 Shares 169,727 Est. Cost $38.24 Unrealized
ICLR Icon Plc 2.5%
Value ($000) $6,209 Shares 32,490 Est. Cost $143.29 Unrealized +28.3%
ASND Ascendis Pharma A/S Sponsored 2.4%
Value ($000) $5,985 Shares 38,783 Est. Cost $128.65 Unrealized
LOGI Logitech International S.A. 2.4%
Value ($000) $5,769 Shares 74,625 Est. Cost $38.98 Unrealized +67.8%
STM Stmicroelectronics N.V. 2.3%
Value ($000) $5,658 Shares 184,362 Est. Cost $16.82 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP 2.2%
Value ($000) $5,323 Shares 101,428 Est. Cost $56.17 Unrealized
TSM Taiwan Semiconductor Manufactu 2.1%
Value ($000) $5,033 Shares 62,085 Est. Cost $39.98 Unrealized
OTEX Open Text Corp. 2.0%
Value ($000) $4,887 Shares 115,686 Est. Cost $30.97 Unrealized +22.2%
ASML ASML HOLDING NV 1.9%
Value ($000) $4,694 Shares 12,711 Est. Cost $180.85 Unrealized
BABA Alibaba Group Holding Ltd. Spo 1.9%
Value ($000) $4,618 Shares 15,707 Est. Cost $152.21 Unrealized
QURE uniQure N.V. 1.8%
Value ($000) $4,531 Shares 123,026 Est. Cost $45.48 Unrealized -9.9%
UBS UBS Group AG 1.8%
Value ($000) $4,316 Shares 387,072 Est. Cost $11.05 Unrealized +8.5%
CHKP CHECK POINT SOFTWARE TECH 1.6%
Value ($000) $4,014 Shares 33,359 Est. Cost $114.10 Unrealized +6.9%
ESLT Elbit Systems Ltd. 1.6%
Value ($000) $3,893 Shares 32,363 Est. Cost $117.98 Unrealized +6.0%
GRFS GRIFOLS SA 1.6%
Value ($000) $3,873 Shares 223,205 Est. Cost $20.76 Unrealized
GLPG GALAPAGOS NV 1.5%
Value ($000) $3,601 Shares 25,376 Est. Cost $132.59 Unrealized
CAE Cae Inc. 1.4%
Value ($000) $3,482 Shares 238,182 Est. Cost $20.11 Unrealized -24.8%
IX Orix Corp. 1.4%
Value ($000) $3,407 Shares 54,459 Est. Cost $74.48 Unrealized
MELI MercadoLibre, Inc. 1.4%
Value ($000) $3,311 Shares 3,059 Est. Cost $441.88 Unrealized +145.6%
JD JD COM INC ADR 1.3%
Value ($000) $3,268 Shares 42,112 Est. Cost $35.57 Unrealized
AAGIY AIA GROUP LTD 1.2%
Value ($000) $3,004 Shares 76,683 Est. Cost $35.58 Unrealized
Barrick Gold Corp. 1.2%
Value ($000) $2,985 Shares 106,194 Est. Cost $14.07 Unrealized
NOK NOKIA CORP -SPON ADR 1.2%
Value ($000) $2,890 Shares 739,139 Est. Cost $3.72 Unrealized
RELX RELX PLC Sponsored ADR 1.1%
Value ($000) $2,774 Shares 124,025 Est. Cost $20.92 Unrealized
NPSNY Naspers Limited Sponsored ADR 1.1%
Value ($000) $2,699 Shares 76,006 Est. Cost $42.88 Unrealized
AER Aercap Holdings N.V. 1.1%
Value ($000) $2,582 Shares 102,482 Est. Cost $52.35 Unrealized -45.5%
JBAXY Julius Baer Gruppe AG Unsponso 1.0%
Value ($000) $2,535 Shares 296,577 Est. Cost $8.75 Unrealized
IBN ICICI Bank Limited Sponsored A 1.0%
Value ($000) $2,453 Shares 249,548 Est. Cost $11.44 Unrealized
MKKGY Merck KGaA Sponsored ADR 1.0%
Value ($000) $2,373 Shares 81,243 Est. Cost $21.41 Unrealized
TAL Tal Education Group 1.0%
Value ($000) $2,332 Shares 30,665 Est. Cost $58.76 Unrealized
TCEHY Tencent Holdings Ltd. Unsponso 0.9%
Value ($000) $2,271 Shares 34,408 Est. Cost $40.11 Unrealized
INFY Infosys Limited Sponsored ADR 0.9%
Value ($000) $2,247 Shares 162,726 Est. Cost $9.82 Unrealized
EXPGY Experian PLC 0.9%
Value ($000) $2,114 Shares 56,010 Est. Cost $35.60 Unrealized
NBIS Yandex NV Class A 0.8%
Value ($000) $2,034 Shares 31,167 Est. Cost $34.30 Unrealized
AngloGold Ashanti Limited Spon 0.7%
Value ($000) $1,810 Shares 68,625 Est. Cost $12.55 Unrealized
PSO PEARSON PLC SPONSORED ADR ADR 0.7%
Value ($000) $1,787 Shares 251,285 Est. Cost $11.13 Unrealized
America Movil SAB de CV Sponso 0.7%
Value ($000) $1,778 Shares 142,324 Est. Cost $14.67 Unrealized
Morphosys AG 0.7%
Value ($000) $1,761 Shares 56,107 Est. Cost $30.24 Unrealized
SK Telecom Co., Ltd. Sponsored 0.7%
Value ($000) $1,714 Shares 76,433 Est. Cost $26.32 Unrealized
RDY Dr. Reddy's Laboratories Ltd. 0.7%
Value ($000) $1,682 Shares 24,187 Est. Cost $37.72 Unrealized
PROSY Prosus N.V. Sponsored ADR 0.7%
Value ($000) $1,628 Shares 88,189 Est. Cost $15.17 Unrealized
BIDU Baidu, Inc. Sponsored ADR Clas 0.6%
Value ($000) $1,498 Shares 11,832 Est. Cost $138.83 Unrealized
WNS (Holdings) Limited Sponsor 0.6%
Value ($000) $1,430 Shares 22,364 Est. Cost $44.75 Unrealized
IFNNY INFINEON TECHNOLOGIES 0.6%
Value ($000) $1,424 Shares 50,342 Est. Cost $22.73 Unrealized
TECK Teck Resources Ltd. 0.6%
Value ($000) $1,414 Shares 101,607 Est. Cost $23.28 Unrealized -49.1%
HDB HDFC Bank Limited Sponsored AD 0.5%
Value ($000) $1,198 Shares 23,978 Est. Cost $79.51 Unrealized
NJDCY NIDEC CORP ADR 0.5%
Value ($000) $1,130 Shares 48,631 Est. Cost $26.38 Unrealized
KB KB Financial Group Inc. Sponso 0.5%
Value ($000) $1,128 Shares 35,111 Est. Cost $43.63 Unrealized
MMC Norilsk Nickel 0.5%
Value ($000) $1,125 Shares 46,584 Est. Cost $22.99 Unrealized
London Stock Exchange Group pl 0.5%
Value ($000) $1,117 Shares 38,944 Est. Cost $20.85 Unrealized
Sberbank Russia OJSC Sponsored 0.4%
Value ($000) $1,049 Shares 89,278 Est. Cost $12.60 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.4%
Value ($000) $1,023 Shares 16,533 Est. Cost $34.30 Unrealized
DASTY DASSAULT SYSTEMS ADR 0.4%
Value ($000) $1,000 Shares 5,339 Est. Cost $149.50 Unrealized
China Mobile Limited Sponsored 0.4%
Value ($000) $969 Shares 30,142 Est. Cost $45.81 Unrealized
KT KT Corporation Sponsored ADR 0.4%
Value ($000) $944 Shares 98,186 Est. Cost $12.25 Unrealized
FN Fabrinet 0.4%
Value ($000) $915 Shares 14,513 Est. Cost $63.13 Unrealized +6.5%
VALE Vale S.A. Sponsored ADR 0.4%
Value ($000) $899 Shares 84,991 Est. Cost $13.51 Unrealized
China Life Insurance Co. Ltd. 0.4%
Value ($000) $893 Shares 78,847 Est. Cost $10.49 Unrealized
ACN ACCENTURE PLC CL A 0.3%
Value ($000) $832 Shares 3,683 Est. Cost $148.94 Unrealized +42.5%
GDS GDS Holdings Ltd. Sponsored AD 0.3%
Value ($000) $824 Shares 10,072 Est. Cost $80.92 Unrealized
Credit Suisse Group 0.3%
Value ($000) $803 Shares 80,555 Est. Cost $9.97 Unrealized
SOUHY South32 ADR 0.3%
Value ($000) $778 Shares 106,386 Est. Cost $14.01 Unrealized
CNOOC Limited Sponsored ADR 0.3%
Value ($000) $771 Shares 8,027 Est. Cost $161.01 Unrealized
NSRGY NESTLE SA SPONSORED ADR REPSTG 0.3%
Value ($000) $719 Shares 6,030 Est. Cost $82.94 Unrealized
SBS Companhia De Saneamento Basico 0.3%
Value ($000) $681 Shares 82,020 Est. Cost $12.17 Unrealized
ADDYY ADIDAS AG ADR 0.3%
Value ($000) $679 Shares 4,193 Est. Cost $122.49 Unrealized
LUKOY Oil company LUKOIL PJSC Sponso 0.3%
Value ($000) $672 Shares 11,700 Est. Cost $72.00 Unrealized
MTD METTLER-TOLEDO INTL W/1 RT/SH 0.3%
Value ($000) $635 Shares 658 Est. Cost $588.39 Unrealized +57.7%
TLK PERUSAHAAN PERSEROAN F SPONSOR 0.2%
Value ($000) $611 Shares 35,169 Est. Cost $26.21 Unrealized
PPERY PT Bank Mandiri (Persero) Tbk 0.2%
Value ($000) $606 Shares 90,926 Est. Cost $11.36 Unrealized
BAP Credicorp Ltd. 0.2%
Value ($000) $584 Shares 4,712 Est. Cost $188.42 Unrealized -37.4%
SQM Sociedad Quimica Y Minera De C 0.2%
Value ($000) $577 Shares 17,813 Est. Cost $38.28 Unrealized
KPCPY Kasikornbank Public Co. Ltd. U 0.2%
Value ($000) $559 Shares 57,652 Est. Cost $24.25 Unrealized
AZN ASTRAZENECA PLC ADR 0.2%
Value ($000) $521 Shares 9,501 Est. Cost $39.84 Unrealized
PBR Petroleo Brasileiro SA Sponsor 0.2%
Value ($000) $519 Shares 72,878 Est. Cost $12.84 Unrealized
China Petroleum & Chemical Cor 0.2%
Value ($000) $505 Shares 12,486 Est. Cost $70.62 Unrealized
EC Ecopetrol SA Sponsored ADR 0.2%
Value ($000) $485 Shares 49,240 Est. Cost $18.23 Unrealized
SHG Shinhan Financial Group Co Ltd 0.2%
Value ($000) $468 Shares 20,356 Est. Cost $36.63 Unrealized
ASX ASE Technology Holding Co., Lt 0.2%
Value ($000) $461 Shares 112,892 Est. Cost $4.03 Unrealized
RKUNY Rakuten Inc. 0.2%
Value ($000) $454 Shares 42,336 Est. Cost $9.44 Unrealized
TKC Turkcell Iletisim Hizmetleri A 0.2%
Value ($000) $445 Shares 92,976 Est. Cost $5.52 Unrealized
SHECY SHIN-ETSU CHEM UNSPON ADR 0.2%
Value ($000) $438 Shares 13,515 Est. Cost $22.67 Unrealized
SYIEY Symrise AG Unsponsored ADR 0.2%
Value ($000) $432 Shares 12,474 Est. Cost $23.62 Unrealized
NVS NOVARTIS AG ADR 0.2%
Value ($000) $431 Shares 4,959 Est. Cost $86.10 Unrealized
SFTBY SOFTBANK GROUP CORP 0.2%
Value ($000) $424 Shares 13,788 Est. Cost $43.50 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $400 Shares 3,847 Est. Cost $77.03 Unrealized +11.9%
BNPQY BNP PARIBAS 0.2%
Value ($000) $386 Shares 21,228 Est. Cost $25.96 Unrealized
DEO DIAGEO PLC 0.2%
Value ($000) $383 Shares 2,780 Est. Cost $141.80 Unrealized
AXIA Centrais Eletricas Brasileiras 0.2%
Value ($000) $380 Shares 68,902 Est. Cost $9.12 Unrealized
SIEGY SIEMENS AG ADR 0.2%
Value ($000) $379 Shares 5,436 Est. Cost $64.13 Unrealized
Public Joint-Stock Company Gaz 0.2%
Value ($000) $375 Shares 86,010 Est. Cost $4.54 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $361 Shares 3,112 Est. Cost $119.63 Unrealized -3.2%
IBDRY IBERDROLA SA SPONSORED ADR 0.1%
Value ($000) $354 Shares 7,182 Est. Cost $29.50 Unrealized
LYG Lloyds Tsb Group Plc 0.1%
Value ($000) $350 Shares 269,000 Est. Cost $3.21 Unrealized
TOTAL FINA ELF S A SPONSORED A 0.1%
Value ($000) $337 Shares 9,832 Est. Cost $63.70 Unrealized
BZLFY BUNZL PLC 0.1%
Value ($000) $325 Shares 10,027 Est. Cost $31.38 Unrealized
MHGVY Mowi ASA 0.1%
Value ($000) $323 Shares 18,239 Est. Cost $21.09 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $322 Shares 5,330 Est. Cost $50.96 Unrealized
BSAC Banco Santander-Chile 0.1%
Value ($000) $309 Shares 22,281 Est. Cost $31.18 Unrealized
NTTYY NIPPON TEL & TEL CORP ADR 0.1%
Value ($000) $301 Shares 14,797 Est. Cost $34.59 Unrealized
NABZY NATIONAL AUSTRALIA BANK ADR 0.1%
Value ($000) $294 Shares 46,170 Est. Cost $7.82 Unrealized
DOX AMDOCS LIMITED ORD 0.1%
Value ($000) $283 Shares 4,922 Est. Cost $56.56 Unrealized -5.7%
TD TORONTO DOMINION BANK NY 0.1%
Value ($000) $272 Shares 5,874 Est. Cost $59.55 Unrealized -21.8%
ABEV Ambev SA Sponsored ADR 0.1%
Value ($000) $260 Shares 115,127 Est. Cost $4.17 Unrealized
PAGS PagSeguro Digital Ltd 0.1%
Value ($000) $237 Shares 6,293 Est. Cost $38.85 Unrealized 0.0%
ROYAL DUTCH SHELL PLC -ADR 0.1%
Value ($000) $233 Shares 9,242 Est. Cost $68.17 Unrealized
TM Toyota Motor Corp. 0.1%
Value ($000) $228 Shares 1,722 Est. Cost $118.10 Unrealized
BKRKY PT Bank Rakyat Indonesia (Pers 0.1%
Value ($000) $221 Shares 21,675 Est. Cost $11.83 Unrealized
VEOEY Veolia Environnement 0.1%
Value ($000) $218 Shares 10,110 Est. Cost $20.54 Unrealized
KDDIY KDDI CORP UNSPONSORED ADR 0.1%
Value ($000) $218 Shares 17,341 Est. Cost $13.82 Unrealized
ALPMY Astellas Pharma Inc Unsponsore 0.1%
Value ($000) $211 Shares 14,222 Est. Cost $16.69 Unrealized
SSL Sasol Limited Sponsored ADR 0.1%
Value ($000) $198 Shares 26,063 Est. Cost $16.16 Unrealized
TSRYY TREASURY WINE ESTATES ADR 0.1%
Value ($000) $169 Shares 26,337 Est. Cost $12.65 Unrealized
UMC United Microelectronics Corp S 0.1%
Value ($000) $136 Shares 28,444 Est. Cost $2.51 Unrealized
JMIA Jumia Technologies AG 0.0%
Value ($000) $121 Shares 15,119 Est. Cost $8.00 Unrealized
BBD Banco Bradesco S.A. Sponsored 0.0%
Value ($000) $36 Shares 10,509 Est. Cost $9.21 Unrealized