Henry James International Management Inc. Diversified Active

Location: New York, NY

CIK: 0001750423 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 27, 2021

Total Value: $287M (100.0% shares, 0.0% debt)

Holdings (117)

SHOP Shopify, Inc. Class A 6.0%
Value $17.24M Shares 15,231 Est. Cost $16.57 Unrealized +533.6%
SONY SONY CORP 5.3%
Value $15.08M Shares 149,159 Est. Cost $54.18 Unrealized
RACE Ferrari NV 4.3%
Value $12.38M Shares 53,935 Est. Cost $128.51 Unrealized +58.8%
ERIC ERICSSON L M TELEPHONE CO 3.3%
Value $9.519M Shares 796,575 Est. Cost $8.85 Unrealized
GIB CGI Inc. 2.7%
Value $7.683M Shares 96,868 Est. Cost $62.84 Unrealized +12.7%
LOGI Logitech International S.A. 2.7%
Value $7.667M Shares 78,883 Est. Cost $41.18 Unrealized +93.9%
SNN Smith & Nephew Plc 2.5%
Value $7.158M Shares 169,737 Est. Cost $38.24 Unrealized
TSM Taiwan Semiconductor Manufactu 2.4%
Value $6.925M Shares 63,510 Est. Cost $41.53 Unrealized
STM Stmicroelectronics N.V. 2.4%
Value $6.854M Shares 184,638 Est. Cost $16.82 Unrealized
CAE Cae Inc. 2.3%
Value $6.608M Shares 238,206 Est. Cost $20.11 Unrealized +6.8%
IHG INTERCONTINENTAL HOTELS GROUP 2.3%
Value $6.605M Shares 101,433 Est. Cost $56.17 Unrealized
ASND Ascendis Pharma A/S Sponsored 2.3%
Value $6.468M Shares 38,783 Est. Cost $128.65 Unrealized
ICLR Icon Plc 2.2%
Value $6.335M Shares 32,493 Est. Cost $143.29 Unrealized +36.5%
ASML ASML HOLDING NV 2.1%
Value $6.087M Shares 12,481 Est. Cost $180.85 Unrealized
UBS UBS Group AG 2.1%
Value $5.964M Shares 422,072 Est. Cost $11.23 Unrealized +17.9%
AER Aercap Holdings N.V. 1.9%
Value $5.533M Shares 121,397 Est. Cost $49.55 Unrealized -30.6%
OTEX Open Text Corp. 1.8%
Value $5.26M Shares 115,696 Est. Cost $30.97 Unrealized +19.9%
MELI MercadoLibre, Inc. 1.8%
Value $5.074M Shares 3,029 Est. Cost $441.88 Unrealized +219.1%
IX Orix Corp. 1.7%
Value $4.768M Shares 61,659 Est. Cost $74.82 Unrealized
QURE uniQure N.V. 1.5%
Value $4.445M Shares 123,040 Est. Cost $45.48 Unrealized -7.2%
CHKP CHECK POINT SOFTWARE TECH 1.5%
Value $4.434M Shares 33,363 Est. Cost $114.10 Unrealized +7.1%
SAP SAP SE-SPONSORED ADR 1.5%
Value $4.432M Shares 33,987 Est. Cost $117.30 Unrealized
ESLT Elbit Systems Ltd. 1.5%
Value $4.233M Shares 32,366 Est. Cost $117.98 Unrealized -2.9%
IBN ICICI Bank Limited Sponsored A 1.4%
Value $4.13M Shares 277,951 Est. Cost $11.79 Unrealized
GRFS GRIFOLS SA 1.4%
Value $4.116M Shares 223,220 Est. Cost $20.76 Unrealized
BABA Alibaba Group Holding Ltd. Spo 1.4%
Value $4.027M Shares 17,304 Est. Cost $159.64 Unrealized
AAGIY AIA GROUP LTD 1.3%
Value $3.758M Shares 76,683 Est. Cost $35.58 Unrealized
BIDU Baidu, Inc. Sponsored ADR Clas 1.2%
Value $3.463M Shares 16,015 Est. Cost $159.04 Unrealized
JBAXY Julius Baer Gruppe AG Unsponso 1.2%
Value $3.423M Shares 296,606 Est. Cost $8.75 Unrealized
INFY Infosys Limited Sponsored ADR 1.2%
Value $3.364M Shares 198,487 Est. Cost $11.11 Unrealized
PSO PEARSON PLC SPONSORED ADR ADR 1.1%
Value $3.225M Shares 351,329 Est. Cost $10.58 Unrealized
JD JD COM INC ADR 1.1%
Value $3.127M Shares 35,578 Est. Cost $35.57 Unrealized
NPSNY Naspers Limited Sponsored ADR 1.1%
Value $3.089M Shares 76,016 Est. Cost $42.88 Unrealized
NOK NOKIA CORP -SPON ADR 1.0%
Value $2.89M Shares 739,239 Est. Cost $3.72 Unrealized
MKKGY Merck KGaA Sponsored ADR 0.9%
Value $2.533M Shares 73,743 Est. Cost $21.41 Unrealized
VALE Vale S.A. Sponsored ADR 0.8%
Value $2.404M Shares 143,419 Est. Cost $14.84 Unrealized
AngloGold Ashanti Limited Spon 0.8%
Value $2.273M Shares 100,479 Est. Cost $15.74 Unrealized
PAGS PagSeguro Digital Ltd 0.8%
Value $2.202M Shares 38,707 Est. Cost $43.91 Unrealized +2.2%
TAL Tal Education Group 0.8%
Value $2.191M Shares 30,633 Est. Cost $58.76 Unrealized
NBIS Yandex NV Class A 0.8%
Value $2.168M Shares 31,154 Est. Cost $34.30 Unrealized
EXPGY Experian PLC 0.7%
Value $2.126M Shares 56,010 Est. Cost $35.60 Unrealized
America Movil SAB de CV Sponso 0.7%
Value $2.098M Shares 144,325 Est. Cost $14.67 Unrealized
KB KB Financial Group Inc. Sponso 0.7%
Value $2.095M Shares 52,908 Est. Cost $42.27 Unrealized
HDB HDFC Bank Limited Sponsored AD 0.7%
Value $2.092M Shares 28,956 Est. Cost $78.26 Unrealized
TCEHY Tencent Holdings Ltd. Unsponso 0.7%
Value $2.089M Shares 28,715 Est. Cost $40.11 Unrealized
PROSY Prosus N.V. Sponsored ADR 0.7%
Value $1.907M Shares 88,199 Est. Cost $15.17 Unrealized
GLPG GALAPAGOS NV 0.7%
Value $1.898M Shares 19,180 Est. Cost $132.59 Unrealized
SK Telecom Co., Ltd. Sponsored 0.7%
Value $1.871M Shares 76,447 Est. Cost $26.32 Unrealized
TECK Teck Resources Ltd. 0.6%
Value $1.844M Shares 101,607 Est. Cost $23.28 Unrealized -33.8%
IFNNY INFINEON TECHNOLOGIES 0.6%
Value $1.813M Shares 47,206 Est. Cost $22.73 Unrealized
RDY Dr. Reddy's Laboratories Ltd. 0.6%
Value $1.723M Shares 24,167 Est. Cost $37.72 Unrealized
RELX RELX PLC Sponsored ADR 0.6%
Value $1.708M Shares 69,273 Est. Cost $20.92 Unrealized
WNS (Holdings) Limited Sponsor 0.6%
Value $1.61M Shares 22,345 Est. Cost $44.75 Unrealized
Morphosys AG 0.6%
Value $1.59M Shares 56,112 Est. Cost $30.24 Unrealized
GDS GDS Holdings Ltd. Sponsored AD 0.5%
Value $1.529M Shares 16,328 Est. Cost $85.80 Unrealized
MMC Norilsk Nickel 0.5%
Value $1.467M Shares 46,594 Est. Cost $22.99 Unrealized
NJDCY NIDEC CORP ADR 0.5%
Value $1.416M Shares 45,050 Est. Cost $26.38 Unrealized
Sberbank Russia OJSC Sponsored 0.5%
Value $1.304M Shares 88,918 Est. Cost $12.60 Unrealized
SQM Sociedad Quimica Y Minera De C 0.4%
Value $1.276M Shares 26,003 Est. Cost $41.68 Unrealized
ASX ASE Technology Holding Co., Lt 0.4%
Value $1.244M Shares 213,047 Est. Cost $4.88 Unrealized
FN Fabrinet 0.4%
Value $1.126M Shares 14,516 Est. Cost $63.13 Unrealized +7.7%
KT KT Corporation Sponsored ADR 0.4%
Value $1.081M Shares 98,215 Est. Cost $12.25 Unrealized
Credit Suisse Group 0.4%
Value $1.073M Shares 83,836 Est. Cost $10.08 Unrealized
ABEV Ambev SA Sponsored ADR 0.4%
Value $1.035M Shares 338,127 Est. Cost $3.44 Unrealized
SOUHY South32 ADR 0.4%
Value $1.013M Shares 106,263 Est. Cost $14.01 Unrealized
PPERY PT Bank Mandiri (Persero) Tbk 0.3%
Value $999K Shares 110,926 Est. Cost $10.94 Unrealized
DASTY DASSAULT SYSTEMS ADR 0.3%
Value $974K Shares 4,792 Est. Cost $149.50 Unrealized
Barrick Gold Corp. 0.3%
Value $972K Shares 42,658 Est. Cost $14.07 Unrealized
JMIA Jumia Technologies AG 0.3%
Value $969K Shares 24,022 Est. Cost $19.99 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.3%
Value $965K Shares 14,996 Est. Cost $34.30 Unrealized
KPCPY Kasikornbank Public Co. Ltd. U 0.3%
Value $875K Shares 57,481 Est. Cost $24.25 Unrealized
ACN ACCENTURE PLC CL A 0.3%
Value $852K Shares 3,263 Est. Cost $148.94 Unrealized +49.8%
China Mobile Limited Sponsored 0.3%
Value $828K Shares 29,017 Est. Cost $45.81 Unrealized
UMC United Microelectronics Corp S 0.3%
Value $827K Shares 98,129 Est. Cost $6.71 Unrealized
PBR Petroleo Brasileiro SA Sponsor 0.3%
Value $819K Shares 72,919 Est. Cost $12.84 Unrealized
LUKOY Oil company LUKOIL PJSC Sponso 0.3%
Value $797K Shares 11,662 Est. Cost $72.00 Unrealized
BAP Credicorp Ltd. 0.3%
Value $773K Shares 4,715 Est. Cost $188.42 Unrealized -32.4%
MTD METTLER-TOLEDO INTL W/1 RT/SH 0.3%
Value $750K Shares 658 Est. Cost $588.39 Unrealized +86.4%
ADDYY ADIDAS AG ADR 0.2%
Value $655K Shares 3,593 Est. Cost $122.49 Unrealized
BBD Banco Bradesco S.A. Sponsored 0.2%
Value $629K Shares 119,609 Est. Cost $5.61 Unrealized
EC Ecopetrol SA Sponsored ADR 0.2%
Value $626K Shares 48,524 Est. Cost $18.23 Unrealized
NSRGY NESTLE SA SPONSORED ADR REPSTG 0.2%
Value $610K Shares 5,180 Est. Cost $82.94 Unrealized
SHG Shinhan Financial Group Co Ltd 0.2%
Value $600K Shares 20,153 Est. Cost $36.63 Unrealized
SHECY SHIN-ETSU CHEM UNSPON ADR 0.2%
Value $590K Shares 13,515 Est. Cost $22.67 Unrealized
BNPQY BNP PARIBAS 0.2%
Value $560K Shares 21,228 Est. Cost $25.96 Unrealized
SFTBY SOFTBANK GROUP CORP 0.2%
Value $533K Shares 13,788 Est. Cost $43.50 Unrealized
LYG Lloyds Tsb Group Plc 0.2%
Value $527K Shares 269,000 Est. Cost $3.21 Unrealized
SPOT Spotify Technology SA 0.2%
Value $513K Shares 1,630 Est. Cost $282.20 Unrealized 0.0%
TKC Turkcell Iletisim Hizmetleri A 0.2%
Value $501K Shares 93,011 Est. Cost $5.52 Unrealized
CB CHUBB LIMITED 0.2%
Value $479K Shares 3,112 Est. Cost $119.63 Unrealized +8.7%
Public Joint-Stock Company Gaz 0.2%
Value $479K Shares 85,473 Est. Cost $4.54 Unrealized
NVS NOVARTIS AG ADR 0.2%
Value $468K Shares 4,959 Est. Cost $86.10 Unrealized
DEO DIAGEO PLC 0.2%
Value $441K Shares 2,780 Est. Cost $141.80 Unrealized
London Stock Exchange Group pl 0.1%
Value $424K Shares 13,762 Est. Cost $20.85 Unrealized
BSAC Banco Santander-Chile 0.1%
Value $415K Shares 21,877 Est. Cost $31.18 Unrealized
SYIEY Symrise AG Unsponsored ADR 0.1%
Value $414K Shares 12,488 Est. Cost $23.62 Unrealized
TOTAL FINA ELF S A SPONSORED A 0.1%
Value $412K Shares 9,832 Est. Cost $63.70 Unrealized
IBDRY IBERDROLA SA SPONSORED ADR 0.1%
Value $411K Shares 7,182 Est. Cost $29.50 Unrealized
NABZY NATIONAL AUSTRALIA BANK ADR 0.1%
Value $403K Shares 46,170 Est. Cost $7.82 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value $401K Shares 5,330 Est. Cost $50.96 Unrealized
PDD Pinduoduo, Inc. Sponsored ADR 0.1%
Value $388K Shares 2,184 Est. Cost $177.66 Unrealized
AZN ASTRAZENECA PLC ADR 0.1%
Value $380K Shares 7,601 Est. Cost $39.84 Unrealized
NTTYY NIPPON TEL & TEL CORP ADR 0.1%
Value $379K Shares 14,797 Est. Cost $34.59 Unrealized
DOX AMDOCS LIMITED ORD 0.1%
Value $349K Shares 4,922 Est. Cost $56.56 Unrealized -0.4%
MDT MEDTRONIC PLC 0.1%
Value $345K Shares 2,947 Est. Cost $77.03 Unrealized +23.4%
SIEGY SIEMENS AG ADR 0.1%
Value $336K Shares 4,686 Est. Cost $64.13 Unrealized
BZLFY BUNZL PLC 0.1%
Value $335K Shares 10,035 Est. Cost $31.38 Unrealized
TD TORONTO DOMINION BANK NY 0.1%
Value $331K Shares 5,874 Est. Cost $59.55 Unrealized -14.9%
ROYAL DUTCH SHELL PLC -ADR 0.1%
Value $325K Shares 9,242 Est. Cost $68.17 Unrealized
BKRKY PT Bank Rakyat Indonesia (Pers 0.1%
Value $322K Shares 21,701 Est. Cost $11.83 Unrealized
VWDRY Vestas Wind Systems A/S Unspon 0.1%
Value $322K Shares 4,110 Est. Cost $78.35 Unrealized
TCOM Trip.com Group Ltd. Sponsored 0.1%
Value $281K Shares 8,330 Est. Cost $33.73 Unrealized
TM Toyota Motor Corp. 0.1%
Value $266K Shares 1,722 Est. Cost $118.10 Unrealized
KDDIY KDDI CORP UNSPONSORED ADR 0.1%
Value $257K Shares 17,341 Est. Cost $13.82 Unrealized
HSBC HSBC HLDGS PLC SPONS ADR NEW 0.1%
Value $234K Shares 9,048 Est. Cost $25.86 Unrealized
ALPMY Astellas Pharma Inc Unsponsore 0.1%
Value $220K Shares 14,222 Est. Cost $16.69 Unrealized
RKUNY Rakuten Inc. 0.0%
Value $119K Shares 12,376 Est. Cost $9.44 Unrealized