Henry James International Management Inc. Diversified Active

Location: New York, NY

CIK: 0001750423 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 1, 2023

Total Value: $207M (100.0% shares, 0.0% debt)

Holdings (127)

SONY Sony Group Corporation Sponsor 4.6%
Value $9.591M Shares 125,730 Est. Cost $54.18 Unrealized
UBS UBS Group AG 4.2%
Value $8.679M Shares 464,863 Est. Cost $12.98 Unrealized +31.0%
RACE Ferrari NV 4.2%
Value $8.651M Shares 40,383 Est. Cost $128.51 Unrealized +60.4%
GIB CGI Inc. Class A 3.4%
Value $6.938M Shares 80,556 Est. Cost $62.84 Unrealized +30.4%
STM Stmicroelectronics N.V. 3.2%
Value $6.646M Shares 186,835 Est. Cost $17.31 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP 2.8%
Value $5.786M Shares 99,170 Est. Cost $56.17 Unrealized
AER Aercap Holdings N.V. 2.8%
Value $5.729M Shares 98,237 Est. Cost $49.54 Unrealized +9.8%
PSO PEARSON PLC SPONSORED ADR ADR 2.7%
Value $5.579M Shares 495,054 Est. Cost $10.67 Unrealized
ASML ASML HOLDING NV 2.6%
Value $5.451M Shares 9,977 Est. Cost $221.03 Unrealized
SHOP Shopify, Inc. Class A 2.6%
Value $5.434M Shares 156,556 Est. Cost $36.44 Unrealized -6.3%
TSM Taiwan Semiconductor Manufactu 2.5%
Value $5.235M Shares 70,280 Est. Cost $60.04 Unrealized
ICLR Icon Plc 2.5%
Value $5.074M Shares 26,119 Est. Cost $145.25 Unrealized +36.5%
SNN Smith & Nephew Plc 2.4%
Value $4.971M Shares 184,862 Est. Cost $38.83 Unrealized
NOK Nokia Oyj Sponsored ADR 2.4%
Value $4.938M Shares 1,064,273 Est. Cost $4.04 Unrealized
ESLT Elbit Systems Ltd. 2.3%
Value $4.774M Shares 29,103 Est. Cost $121.41 Unrealized +50.2%
CHKP CHECK POINT SOFTWARE TECH 2.2%
Value $4.494M Shares 35,622 Est. Cost $114.91 Unrealized +8.6%
IX ORIX Corporation Sponsored ADR 2.1%
Value $4.439M Shares 55,129 Est. Cost $74.82 Unrealized
IBN ICICI Bank Limited Sponsored A 2.1%
Value $4.38M Shares 200,100 Est. Cost $12.66 Unrealized
LOGI Logitech International S.A. 2.1%
Value $4.344M Shares 69,780 Est. Cost $41.18 Unrealized +26.8%
SAP SAP SE Sponsored ADR 1.9%
Value $3.939M Shares 38,174 Est. Cost $119.54 Unrealized
CAE Cae Inc. 1.8%
Value $3.74M Shares 193,393 Est. Cost $21.16 Unrealized -9.2%
AAGIY AIA GROUP LTD 1.6%
Value $3.313M Shares 74,575 Est. Cost $36.26 Unrealized
MKKGY Merck KGaA Sponsored ADR 1.6%
Value $3.268M Shares 84,697 Est. Cost $24.38 Unrealized
OTEX Open Text Corp. 1.6%
Value $3.216M Shares 108,517 Est. Cost $30.97 Unrealized -17.1%
ASND Ascendis Pharma A/S Sponsored 1.5%
Value $3.178M Shares 26,023 Est. Cost $127.03 Unrealized
America Movil SAB de CV Sponso 1.4%
Value $2.994M Shares 164,482 Est. Cost $15.34 Unrealized
HDB HDFC Bank Limited Sponsored AD 1.4%
Value $2.924M Shares 42,746 Est. Cost $73.18 Unrealized
SQM Sociedad Quimica Y Minera De C 1.2%
Value $2.529M Shares 31,682 Est. Cost $66.96 Unrealized
TECK Teck Resources Ltd. 1.2%
Value $2.444M Shares 64,610 Est. Cost $23.28 Unrealized +48.7%
GRFS Grifols, S.A. Sponsored ADR Cl 1.0%
Value $2.125M Shares 249,973 Est. Cost $19.07 Unrealized
KB KB Financial Group Inc. Sponso 1.0%
Value $2.115M Shares 54,698 Est. Cost $44.70 Unrealized
ERIC Telefonaktiebolaget LM Ericsso 1.0%
Value $2.016M Shares 345,196 Est. Cost $8.85 Unrealized
QURE uniQure N.V. 1.0%
Value $2.014M Shares 88,845 Est. Cost $38.56 Unrealized -44.1%
INFY Infosys Limited Sponsored ADR 1.0%
Value $1.985M Shares 110,213 Est. Cost $11.11 Unrealized
BABA Alibaba Group Holding Ltd. Spo 0.9%
Value $1.941M Shares 22,039 Est. Cost $144.85 Unrealized
YUMC Yum China Holdings, Inc. 0.9%
Value $1.873M Shares 34,268 Est. Cost $55.06 Unrealized -7.7%
LYG Lloyds Banking Group plc Spons 0.9%
Value $1.87M Shares 849,837 Est. Cost $2.73 Unrealized
PPERY PT Bank Mandiri (Persero) Tbk 0.9%
Value $1.764M Shares 138,692 Est. Cost $11.01 Unrealized
RELX RELX PLC Sponsored ADR 0.8%
Value $1.741M Shares 62,796 Est. Cost $21.57 Unrealized
SOUHY South32 Ltd. ADR 0.7%
Value $1.356M Shares 98,901 Est. Cost $13.99 Unrealized
PBR Petroleo Brasileiro SA Sponsor 0.6%
Value $1.313M Shares 123,306 Est. Cost $13.27 Unrealized
SKM SK Telecom Co., Ltd. Sponsored 0.6%
Value $1.291M Shares 62,706 Est. Cost $26.20 Unrealized
IFNNY INFINEON TECHNOLOGIES 0.6%
Value $1.211M Shares 40,180 Est. Cost $23.96 Unrealized
MELI MercadoLibre, Inc. 0.6%
Value $1.193M Shares 1,410 Est. Cost $441.88 Unrealized +101.5%
VALE Vale S.A. Sponsored ADR 0.6%
Value $1.18M Shares 69,531 Est. Cost $14.84 Unrealized
AngloGold Ashanti Limited Spon 0.5%
Value $1.057M Shares 54,426 Est. Cost $15.84 Unrealized
JD JD.com, Inc. Sponsored ADR Cla 0.5%
Value $1.01M Shares 17,999 Est. Cost $42.12 Unrealized
MTD METTLER-TOLEDO INTL W/1 RT/SH 0.4%
Value $918K Shares 635 Est. Cost $662.11 Unrealized +102.2%
EPAM EPAM Systems, Inc. 0.4%
Value $884K Shares 2,696 Est. Cost $507.88 Unrealized -33.1%
TotalEnergies SE Sponsored ADR 0.4%
Value $878K Shares 14,148 Est. Cost $59.81 Unrealized
DASTY DASSAULT SYSTEMS ADR 0.4%
Value $811K Shares 22,693 Est. Cost $71.08 Unrealized
MPNGY Meituan 0.4%
Value $800K Shares 18,094 Est. Cost $47.08 Unrealized
RDY Dr. Reddy's Laboratories Ltd. 0.4%
Value $784K Shares 15,158 Est. Cost $38.03 Unrealized
EXPGY Experian PLC 0.4%
Value $776K Shares 23,007 Est. Cost $40.79 Unrealized
WMMVY Wal-Mart de Mexico SAB de CV S 0.4%
Value $775K Shares 22,046 Est. Cost $34.33 Unrealized
EC Ecopetrol SA Sponsored ADR 0.4%
Value $733K Shares 69,996 Est. Cost $12.05 Unrealized
NGG National Grid Transco 0.4%
Value $730K Shares 12,095 Est. Cost $64.69 Unrealized
BNPQY BNP PARIBAS 0.3%
Value $715K Shares 25,123 Est. Cost $26.86 Unrealized
BBD Banco Bradesco S.A. Sponsored 0.3%
Value $705K Shares 244,920 Est. Cost $3.33 Unrealized
PDD Pinduoduo, Inc. Sponsored ADR 0.3%
Value $703K Shares 8,618 Est. Cost $126.84 Unrealized
BKRKY PT Bank Rakyat Indonesia (Pers 0.3%
Value $688K Shares 43,756 Est. Cost $13.88 Unrealized
NSRGY Nestle S.A. Sponsored ADR 0.3%
Value $675K Shares 5,850 Est. Cost $89.13 Unrealized
ACN ACCENTURE PLC CL A 0.3%
Value $671K Shares 2,516 Est. Cost $155.81 Unrealized +69.5%
TCOM Trip.com Group Ltd. Sponsored 0.3%
Value $669K Shares 19,450 Est. Cost $29.03 Unrealized
FN Fabrinet 0.3%
Value $666K Shares 5,196 Est. Cost $77.89 Unrealized +53.2%
WNS (Holdings) Limited Sponsor 0.3%
Value $666K Shares 8,320 Est. Cost $51.56 Unrealized
SHEL Shell PLC Sponsored ADR 0.3%
Value $642K Shares 11,272 Est. Cost $54.71 Unrealized
SIMO Silicon Motion Technology Corp 0.3%
Value $640K Shares 9,845 Est. Cost $74.12 Unrealized
TD Toronto-Dominion Bank 0.3%
Value $638K Shares 9,856 Est. Cost $67.31 Unrealized -4.0%
BSAC Banco Santander-Chile 0.3%
Value $634K Shares 40,021 Est. Cost $24.43 Unrealized
CB CHUBB LIMITED 0.3%
Value $630K Shares 2,858 Est. Cost $130.66 Unrealized +53.0%
AZN ASTRAZENECA PLC ADR 0.3%
Value $609K Shares 8,976 Est. Cost $44.22 Unrealized
TCEHY Tencent Holdings Ltd. Unsponso 0.3%
Value $582K Shares 13,744 Est. Cost $40.11 Unrealized
PAC Grupo Aeroportuario Del Pacifi 0.3%
Value $535K Shares 3,722 Est. Cost $139.66 Unrealized
NVS NOVARTIS AG ADR 0.3%
Value $524K Shares 5,776 Est. Cost $87.88 Unrealized
SIEGY SIEMENS AG ADR 0.3%
Value $523K Shares 7,607 Est. Cost $65.93 Unrealized
Barrick Gold Corp. 0.2%
Value $516K Shares 30,048 Est. Cost $14.22 Unrealized
NJDCY NIDEC CORP ADR 0.2%
Value $503K Shares 39,354 Est. Cost $26.45 Unrealized
DEO DIAGEO PLC 0.2%
Value $496K Shares 2,785 Est. Cost $141.80 Unrealized
ASX ASE Technology Holding Co., Lt 0.2%
Value $493K Shares 78,657 Est. Cost $4.88 Unrealized
KT KT Corporation Sponsored ADR 0.2%
Value $491K Shares 36,401 Est. Cost $12.83 Unrealized
BIDU Baidu Inc Sponsored ADR Class 0.2%
Value $487K Shares 4,262 Est. Cost $159.04 Unrealized
NABZY NATIONAL AUSTRALIA BANK ADR 0.2%
Value $473K Shares 46,549 Est. Cost $7.82 Unrealized
UMC United Microelectronics Corp S 0.2%
Value $472K Shares 72,351 Est. Cost $7.25 Unrealized
BAP Credicorp Ltd. 0.2%
Value $451K Shares 3,321 Est. Cost $126.42 Unrealized +3.3%
NTTYY NIPPON TEL & TEL CORP ADR 0.2%
Value $431K Shares 15,248 Est. Cost $33.95 Unrealized
BZLFY Bunzl plc Sponsored ADR 0.2%
Value $418K Shares 12,647 Est. Cost $32.78 Unrealized
China Life Insurance Co. Ltd. 0.2%
Value $417K Shares 67,217 Est. Cost $7.95 Unrealized
SHECY SHIN-ETSU CHEM UNSPON ADR 0.2%
Value $409K Shares 13,392 Est. Cost $23.71 Unrealized
TLK PT Telkom Indonesia (Persero) 0.2%
Value $408K Shares 17,107 Est. Cost $27.02 Unrealized
Tata Motors Limited Sponsored 0.2%
Value $403K Shares 17,435 Est. Cost $25.89 Unrealized
KPCPY Kasikornbank Public Co. Ltd. U 0.2%
Value $383K Shares 22,278 Est. Cost $17.08 Unrealized
WF Woori Financial Group Inc. 0.2%
Value $372K Shares 13,521 Est. Cost $28.25 Unrealized
IBDRY IBERDROLA SA SPONSORED ADR 0.2%
Value $371K Shares 7,928 Est. Cost $31.13 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.2%
Value $370K Shares 7,585 Est. Cost $34.30 Unrealized
SHG Shinhan Financial Group Co Ltd 0.2%
Value $348K Shares 12,452 Est. Cost $28.57 Unrealized
IDCBY Industrial & Commerical Bank o 0.2%
Value $344K Shares 33,814 Est. Cost $11.77 Unrealized
ANPDY ANTA Sports Products Ltd. Unsp 0.2%
Value $331K Shares 1,015 Est. Cost $312.44 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value $314K Shares 4,412 Est. Cost $52.04 Unrealized
HIMX Himax Technologies, Inc. Spons 0.2%
Value $312K Shares 50,163 Est. Cost $14.68 Unrealized
ABEV Ambev SA Sponsored ADR 0.1%
Value $307K Shares 112,822 Est. Cost $2.53 Unrealized
TM Toyota Motor Corp. 0.1%
Value $305K Shares 2,236 Est. Cost $132.04 Unrealized
SFTBY SoftBank Group Corp. Unsponsor 0.1%
Value $289K Shares 13,680 Est. Cost $43.50 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.1%
Value $282K Shares 9,063 Est. Cost $25.86 Unrealized
ADDYY ADIDAS AG ADR 0.1%
Value $274K Shares 4,038 Est. Cost $125.77 Unrealized
ALC Alcon AG 0.1%
Value $265K Shares 3,869 Est. Cost $63.16 Unrealized 0.0%
CIHKY China Merchants Bank Co Ltd. 0.1%
Value $256K Shares 9,254 Est. Cost $33.74 Unrealized
FMX Fomento Economico Mexicano S.A 0.1%
Value $247K Shares 3,156 Est. Cost $78.12 Unrealized
JBAXY Julius Baer Gruppe AG Unsponso 0.1%
Value $234K Shares 20,271 Est. Cost $9.00 Unrealized
CCJ Cameco Corp. 0.1%
Value $233K Shares 10,261 Est. Cost $24.98 Unrealized -6.6%
DOX AMDOCS LIMITED ORD 0.1%
Value $228K Shares 2,505 Est. Cost $63.35 Unrealized +25.1%
MDT MEDTRONIC PLC 0.1%
Value $225K Shares 2,894 Est. Cost $77.03 Unrealized -4.6%
VEOEY Veolia Environnement 0.1%
Value $218K Shares 8,448 Est. Cost $25.75 Unrealized
TAL Tal Education Group 0.1%
Value $212K Shares 30,005 Est. Cost $53.86 Unrealized
NBIS Yandex NV Class A 0.1%
Value $211K Shares 11,160 Est. Cost $35.44 Unrealized
CX Cemex SAB de CV Sponsored ADR 0.1%
Value $163K Shares 40,333 Est. Cost $8.06 Unrealized
VOD VODAFONE GROUP PLC - SP ADR 0.1%
Value $153K Shares 15,126 Est. Cost $16.38 Unrealized
Amcor PLC 0.1%
Value $149K Shares 12,498 Est. Cost $9.56 Unrealized +7.0%
ADYEY Adyen N.V. Unsponsored ADR 0.1%
Value $140K Shares 10,120 Est. Cost $27.88 Unrealized
CRZBY Commerzbank AG Sponsored ADR 0.1%
Value $125K Shares 13,349 Est. Cost $7.34 Unrealized
SEKEY Seiko Epson 0.1%
Value $121K Shares 16,443 Est. Cost $9.04 Unrealized
MMC Norilsk Nickel 0.1%
Value $112K Shares 37,100 Est. Cost $23.18 Unrealized
LUKOY Oil company LUKOIL PJSC Sponso 0.0%
Value $93,960 Shares 13,500 Est. Cost $77.08 Unrealized
Public Joint-Stock Company Gaz 0.0%
Value $73,480 Shares 66,800 Est. Cost $6.46 Unrealized
Aegon NV ADR 0.0%
Value $72,949 Shares 14,474 Est. Cost $4.36 Unrealized
Sberbank Russia OJSC Sponsored 0.0%
Value $37,138 Shares 71,419 Est. Cost $12.60 Unrealized
PONGF Atari SA 0.0%
Value $1,935 Shares 12,900 Est. Cost $0.69 Unrealized -76.0%