Henry James International Management Inc. Diversified Active

CIK: 0001750423 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 27, 2023

Total Value ($000): $236,174 (100.0% shares, 0.0% debt)

Holdings (127)

SONY Sony Group Corporation Sponsor 4.9%
Value ($000) $11,625 Shares 128,244 Est. Cost $54.89 Unrealized
RACE Ferrari NV 4.6%
Value ($000) $10,948 Shares 40,407 Est. Cost $128.51 Unrealized +98.7%
UBS UBS Group AG 4.4%
Value ($000) $10,292 Shares 482,277 Est. Cost $13.26 Unrealized +57.3%
STM Stmicroelectronics N.V. 4.0%
Value ($000) $9,482 Shares 177,268 Est. Cost $17.31 Unrealized
SHOP Shopify, Inc. Class A 3.7%
Value ($000) $8,630 Shares 180,014 Est. Cost $37.42 Unrealized +17.6%
GIB CGI Inc. Class A 3.3%
Value ($000) $7,797 Shares 80,988 Est. Cost $62.84 Unrealized +42.2%
TSM Taiwan Semiconductor Manufactu 3.0%
Value ($000) $7,196 Shares 77,357 Est. Cost $63.06 Unrealized
ASML ASML HOLDING NV 3.0%
Value ($000) $7,030 Shares 10,327 Est. Cost $236.61 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP 2.9%
Value ($000) $6,825 Shares 102,479 Est. Cost $56.51 Unrealized
AER Aercap Holdings N.V. 2.4%
Value ($000) $5,739 Shares 102,060 Est. Cost $49.89 Unrealized +18.1%
ICLR Icon Plc 2.4%
Value ($000) $5,735 Shares 26,851 Est. Cost $147.36 Unrealized +51.0%
NOK Nokia Oyj Sponsored ADR 2.3%
Value ($000) $5,399 Shares 1,099,498 Est. Cost $4.06 Unrealized
SNN Smith & Nephew Plc 2.3%
Value ($000) $5,343 Shares 191,424 Est. Cost $38.45 Unrealized
PSO PEARSON PLC SPONSORED ADR ADR 2.2%
Value ($000) $5,176 Shares 495,356 Est. Cost $10.67 Unrealized
SAP SAP SE Sponsored ADR 2.2%
Value ($000) $5,158 Shares 40,755 Est. Cost $119.98 Unrealized
ESLT Elbit Systems Ltd. 2.1%
Value ($000) $4,958 Shares 29,130 Est. Cost $121.41 Unrealized +36.8%
CHKP CHECK POINT SOFTWARE TECH 2.0%
Value ($000) $4,634 Shares 35,646 Est. Cost $114.91 Unrealized +10.7%
IX ORIX Corporation Sponsored ADR 1.9%
Value ($000) $4,525 Shares 55,129 Est. Cost $74.82 Unrealized
CAE Cae Inc. 1.9%
Value ($000) $4,382 Shares 193,617 Est. Cost $21.16 Unrealized +3.2%
IBN ICICI Bank Limited Sponsored A 1.8%
Value ($000) $4,230 Shares 196,013 Est. Cost $12.66 Unrealized
OTEX Open Text Corp. 1.8%
Value ($000) $4,183 Shares 108,519 Est. Cost $30.97 Unrealized +1.9%
LOGI Logitech International S.A. 1.7%
Value ($000) $4,056 Shares 69,851 Est. Cost $41.18 Unrealized +31.7%
AMX America Movil SAB de CV Sponso 1.6%
Value ($000) $3,662 Shares 173,965 Est. Cost $21.05 Unrealized
MKKGY Merck KGaA Sponsored ADR 1.3%
Value ($000) $3,151 Shares 84,697 Est. Cost $24.38 Unrealized
AAGIY AIA GROUP LTD 1.3%
Value ($000) $3,134 Shares 74,627 Est. Cost $36.26 Unrealized
HDB HDFC Bank Limited Sponsored AD 1.3%
Value ($000) $3,008 Shares 45,123 Est. Cost $72.84 Unrealized
ASND Ascendis Pharma A/S Sponsored 1.2%
Value ($000) $2,790 Shares 26,017 Est. Cost $127.03 Unrealized
BABA Alibaba Group Holding Ltd. Spo 1.2%
Value ($000) $2,782 Shares 27,226 Est. Cost $136.72 Unrealized
SQM Sociedad Quimica Y Minera De C 1.1%
Value ($000) $2,566 Shares 31,651 Est. Cost $66.96 Unrealized
YUMC Yum China Holdings, Inc. 1.0%
Value ($000) $2,419 Shares 38,168 Est. Cost $55.60 Unrealized +8.6%
TECK Teck Resources Ltd. 1.0%
Value ($000) $2,361 Shares 64,692 Est. Cost $23.28 Unrealized +70.5%
LYG Lloyds Banking Group plc Spons 1.0%
Value ($000) $2,347 Shares 1,011,770 Est. Cost $2.66 Unrealized
TCEHY Tencent Holdings Ltd. Unsponso 1.0%
Value ($000) $2,296 Shares 46,969 Est. Cost $46.32 Unrealized
RELX RELX PLC Sponsored ADR 0.9%
Value ($000) $2,232 Shares 68,791 Est. Cost $22.52 Unrealized
KB KB Financial Group Inc. Sponso 0.9%
Value ($000) $2,121 Shares 58,240 Est. Cost $44.19 Unrealized
PPERY PT Bank Mandiri (Persero) Tbk 0.9%
Value ($000) $2,035 Shares 151,192 Est. Cost $11.21 Unrealized
ERIC Telefonaktiebolaget LM Ericsso 0.9%
Value ($000) $2,022 Shares 345,571 Est. Cost $8.85 Unrealized
MELI MercadoLibre, Inc. 0.8%
Value ($000) $1,922 Shares 1,458 Est. Cost $464.78 Unrealized +144.7%
INFY Infosys Limited Sponsored ADR 0.8%
Value ($000) $1,921 Shares 110,124 Est. Cost $11.11 Unrealized
GRFS Grifols, S.A. Sponsored ADR Cl 0.8%
Value ($000) $1,842 Shares 249,973 Est. Cost $19.07 Unrealized
QURE uniQure N.V. 0.8%
Value ($000) $1,793 Shares 89,023 Est. Cost $38.56 Unrealized -45.6%
IFNNY INFINEON TECHNOLOGIES 0.7%
Value ($000) $1,651 Shares 40,316 Est. Cost $23.96 Unrealized
SOUHY South32 Ltd. ADR 0.6%
Value ($000) $1,458 Shares 99,104 Est. Cost $13.99 Unrealized
AngloGold Ashanti Limited Spon 0.6%
Value ($000) $1,315 Shares 54,368 Est. Cost $15.84 Unrealized
SKM SK Telecom Co., Ltd. Sponsored 0.5%
Value ($000) $1,286 Shares 62,679 Est. Cost $26.20 Unrealized
PBR Petroleo Brasileiro SA Sponsor 0.5%
Value ($000) $1,284 Shares 123,131 Est. Cost $13.27 Unrealized
NSRGY Nestle S.A. Sponsored ADR 0.5%
Value ($000) $1,163 Shares 9,556 Est. Cost $101.75 Unrealized
VALE Vale S.A. Sponsored ADR 0.5%
Value ($000) $1,095 Shares 69,399 Est. Cost $14.84 Unrealized
MTD METTLER-TOLEDO INTL W/1 RT/SH 0.4%
Value ($000) $972 Shares 635 Est. Cost $662.11 Unrealized +126.8%
DASTY DASSAULT SYSTEMS ADR 0.4%
Value ($000) $936 Shares 22,783 Est. Cost $71.08 Unrealized
WMMVY Wal-Mart de Mexico SAB de CV S 0.4%
Value ($000) $876 Shares 21,993 Est. Cost $34.33 Unrealized
RDY Dr. Reddy's Laboratories Ltd. 0.4%
Value ($000) $861 Shares 15,132 Est. Cost $38.03 Unrealized
NGG National Grid Transco 0.4%
Value ($000) $853 Shares 12,540 Est. Cost $64.81 Unrealized
JD JD.com, Inc. Sponsored ADR Cla 0.4%
Value ($000) $849 Shares 19,350 Est. Cost $42.25 Unrealized
BSAC Banco Santander-Chile 0.4%
Value ($000) $833 Shares 46,732 Est. Cost $23.48 Unrealized
TCOM Trip.com Group Ltd. Sponsored 0.3%
Value ($000) $815 Shares 21,636 Est. Cost $29.90 Unrealized
EPAM EPAM Systems, Inc. 0.3%
Value ($000) $808 Shares 2,701 Est. Cost $507.88 Unrealized -36.6%
TotalEnergies SE Sponsored ADR 0.3%
Value ($000) $787 Shares 13,324 Est. Cost $59.81 Unrealized
WNS (Holdings) Limited Sponsor 0.3%
Value ($000) $773 Shares 8,301 Est. Cost $51.56 Unrealized
FN Fabrinet 0.3%
Value ($000) $771 Shares 6,491 Est. Cost $87.14 Unrealized +42.6%
EXPGY Experian PLC 0.3%
Value ($000) $758 Shares 23,007 Est. Cost $40.79 Unrealized
BNPQY BNP PARIBAS 0.3%
Value ($000) $749 Shares 25,123 Est. Cost $26.86 Unrealized
EC Ecopetrol SA Sponsored ADR 0.3%
Value ($000) $742 Shares 70,268 Est. Cost $12.05 Unrealized
PAC Grupo Aeroportuario Del Pacifi 0.3%
Value ($000) $724 Shares 3,713 Est. Cost $139.66 Unrealized
ACN ACCENTURE PLC CL A 0.3%
Value ($000) $719 Shares 2,516 Est. Cost $155.81 Unrealized +67.7%
BKRKY PT Bank Rakyat Indonesia (Pers 0.3%
Value ($000) $683 Shares 43,649 Est. Cost $13.88 Unrealized
MPNGY Meituan 0.3%
Value ($000) $655 Shares 18,067 Est. Cost $47.08 Unrealized
PDD Pinduoduo, Inc. Sponsored ADR 0.3%
Value ($000) $653 Shares 8,605 Est. Cost $126.84 Unrealized
SHEL Shell PLC Sponsored ADR 0.3%
Value ($000) $649 Shares 11,272 Est. Cost $54.71 Unrealized
BIDU Baidu Inc Sponsored ADR Class 0.3%
Value ($000) $646 Shares 4,280 Est. Cost $159.04 Unrealized
SIMO Silicon Motion Technology Corp 0.3%
Value ($000) $644 Shares 9,825 Est. Cost $74.12 Unrealized
UMC United Microelectronics Corp S 0.3%
Value ($000) $638 Shares 72,781 Est. Cost $7.25 Unrealized
ASX ASE Technology Holding Co., Lt 0.3%
Value ($000) $630 Shares 79,004 Est. Cost $4.88 Unrealized
AZN ASTRAZENECA PLC ADR 0.3%
Value ($000) $623 Shares 8,976 Est. Cost $44.22 Unrealized
SIEGY SIEMENS AG ADR 0.3%
Value ($000) $616 Shares 7,607 Est. Cost $65.93 Unrealized
Barrick Gold Corp. 0.2%
Value ($000) $558 Shares 30,048 Est. Cost $14.22 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $557 Shares 2,868 Est. Cost $130.66 Unrealized +55.2%
LVMUY LVMH Moet Hennessy Louis Vuitt 0.2%
Value ($000) $542 Shares 2,951 Est. Cost $183.73 Unrealized
SHECY SHIN-ETSU CHEM UNSPON ADR 0.2%
Value ($000) $541 Shares 13,392 Est. Cost $23.71 Unrealized
NVS NOVARTIS AG ADR 0.2%
Value ($000) $531 Shares 5,776 Est. Cost $87.88 Unrealized
NVO Novo Nordisk A/S 0.2%
Value ($000) $514 Shares 3,232 Est. Cost $159.14 Unrealized
NJDCY NIDEC CORP ADR 0.2%
Value ($000) $514 Shares 39,562 Est. Cost $26.45 Unrealized
TD Toronto-Dominion Bank 0.2%
Value ($000) $505 Shares 8,426 Est. Cost $67.31 Unrealized -4.0%
DEO DIAGEO PLC 0.2%
Value ($000) $505 Shares 2,785 Est. Cost $141.80 Unrealized
BZLFY Bunzl plc Sponsored ADR 0.2%
Value ($000) $482 Shares 12,788 Est. Cost $32.84 Unrealized
TLK PT Telkom Indonesia (Persero) 0.2%
Value ($000) $465 Shares 17,069 Est. Cost $27.02 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.2%
Value ($000) $457 Shares 7,631 Est. Cost $34.30 Unrealized
NTTYY NIPPON TEL & TEL CORP ADR 0.2%
Value ($000) $457 Shares 15,248 Est. Cost $33.95 Unrealized
BAP Credicorp Ltd. 0.2%
Value ($000) $439 Shares 3,314 Est. Cost $126.42 Unrealized -2.2%
NABZY NATIONAL AUSTRALIA BANK ADR 0.2%
Value ($000) $430 Shares 46,549 Est. Cost $7.82 Unrealized
China Life Insurance Co. Ltd. 0.2%
Value ($000) $417 Shares 67,145 Est. Cost $7.95 Unrealized
KT KT Corporation Sponsored ADR 0.2%
Value ($000) $412 Shares 36,312 Est. Cost $12.83 Unrealized
HIMX Himax Technologies, Inc. Spons 0.2%
Value ($000) $408 Shares 50,184 Est. Cost $14.68 Unrealized
IBDRY IBERDROLA SA SPONSORED ADR 0.2%
Value ($000) $394 Shares 7,928 Est. Cost $31.13 Unrealized
ANPDY ANTA Sports Products Ltd. Unsp 0.2%
Value ($000) $367 Shares 1,011 Est. Cost $312.44 Unrealized
IDCBY Industrial & Commerical Bank o 0.2%
Value ($000) $359 Shares 33,907 Est. Cost $11.77 Unrealized
ADDYY ADIDAS AG ADR 0.2%
Value ($000) $357 Shares 4,038 Est. Cost $125.77 Unrealized
WF Woori Financial Group Inc. 0.2%
Value ($000) $355 Shares 13,494 Est. Cost $28.25 Unrealized
BBD Banco Bradesco S.A. Sponsored 0.1%
Value ($000) $353 Shares 134,605 Est. Cost $3.33 Unrealized
KPCPY Kasikornbank Public Co. Ltd. U 0.1%
Value ($000) $349 Shares 22,221 Est. Cost $17.08 Unrealized
SHG Shinhan Financial Group Co Ltd 0.1%
Value ($000) $335 Shares 12,428 Est. Cost $28.57 Unrealized
ABEV Ambev SA Sponsored ADR 0.1%
Value ($000) $317 Shares 112,523 Est. Cost $2.53 Unrealized
TM Toyota Motor Corp. 0.1%
Value ($000) $317 Shares 2,236 Est. Cost $132.04 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.1%
Value ($000) $309 Shares 9,063 Est. Cost $25.86 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $303 Shares 4,412 Est. Cost $52.04 Unrealized
FMX Fomento Economico Mexicano S.A 0.1%
Value ($000) $300 Shares 3,147 Est. Cost $78.12 Unrealized
DOX AMDOCS LIMITED ORD 0.1%
Value ($000) $283 Shares 2,950 Est. Cost $66.86 Unrealized +29.5%
JBAXY Julius Baer Gruppe AG Unsponso 0.1%
Value ($000) $281 Shares 20,705 Est. Cost $9.09 Unrealized
ALC Alcon AG 0.1%
Value ($000) $273 Shares 3,869 Est. Cost $63.16 Unrealized +11.6%
CCJ Cameco Corp. 0.1%
Value ($000) $271 Shares 10,347 Est. Cost $24.98 Unrealized +5.2%
SFTBY SoftBank Group Corp. Unsponsor 0.1%
Value ($000) $269 Shares 13,680 Est. Cost $43.50 Unrealized
VEOEY Veolia Environnement 0.1%
Value ($000) $266 Shares 8,637 Est. Cost $25.86 Unrealized
TAL Tal Education Group 0.1%
Value ($000) $263 Shares 41,005 Est. Cost $41.13 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $233 Shares 2,894 Est. Cost $77.03 Unrealized -3.3%
CIHKY China Merchants Bank Co Ltd. 0.1%
Value ($000) $233 Shares 9,193 Est. Cost $33.74 Unrealized
CX Cemex SAB de CV Sponsored ADR 0.1%
Value ($000) $223 Shares 40,359 Est. Cost $8.06 Unrealized
NBIS Yandex NV Class A 0.1%
Value ($000) $211 Shares 11,139 Est. Cost $35.44 Unrealized
VOD VODAFONE GROUP PLC - SP ADR 0.1%
Value ($000) $167 Shares 15,126 Est. Cost $16.38 Unrealized
CRZBY Commerzbank AG Sponsored ADR 0.1%
Value ($000) $146 Shares 13,822 Est. Cost $7.45 Unrealized
Amcor PLC 0.1%
Value ($000) $145 Shares 12,711 Est. Cost $9.57 Unrealized +6.0%
SEKEY Seiko Epson 0.1%
Value ($000) $119 Shares 16,799 Est. Cost $9.00 Unrealized
MMC Norilsk Nickel 0.0%
Value ($000) $112 Shares 37,100 Est. Cost $23.18 Unrealized
LUKOY Oil company LUKOIL PJSC Sponso 0.0%
Value ($000) $94 Shares 13,500 Est. Cost $77.08 Unrealized
Public Joint-Stock Company Gaz 0.0%
Value ($000) $73 Shares 66,800 Est. Cost $6.46 Unrealized
Aegon NV ADR 0.0%
Value ($000) $64 Shares 14,918 Est. Cost $4.36 Unrealized
Sberbank Russia OJSC Sponsored 0.0%
Value ($000) $37 Shares 71,419 Est. Cost $12.60 Unrealized
PONGF Atari SA 0.0%
Value ($000) $2 Shares 12,900 Est. Cost $0.69 Unrealized -78.7%