Fund HoldingsHenry James International Management Inc.

Total Portfolio Value
$324.21M
Total Bought
$60.37M
Total Sold
$4.90M
Net Transaction
+$55.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ASML HOLDING NV
N Y REGISTRY SHS
13,10015,591+2,4919,91615,0004.63%+5,084
Taiwan Semiconductor Manufactu(TSM)85,812101,187+15,3758,92414,0004.32%+5,076
Rolls Royce Holdings ADR160,484859,863+699,3796074,6261.43%+4,019
Ferrari NV
COM
32,85034,714+1,86411,11715,0004.63%+3,883
INTERCONTINENTAL HOTELS GROUP(IHG)107,404121,475+14,0719,79313,0004.01%+3,207
SAP SE Sponsored ADR(SAP)41,13048,895+7,7656,3589,5362.94%+3,178
Aercap Holdings N.V.(AER)106,948115,289+8,3417,94810,0003.08%+2,052
Novo Nordisk A/S(NVO)46,94753,743+6,7964,8576,9012.13%+2,044
Icon Plc(ICLR)21,34023,675+2,3356,0417,9542.45%+1,913
LVMH Moet Hennessy Louis Vuitt6,15515,551+9,3961,0002,8150.87%+1,815
Stmicroelectronics N.V.(STM)125,783179,273+53,4906,3067,7522.39%+1,446
KB Financial Group Inc. Sponso(KB)58,75774,359+15,6022,4313,8721.19%+1,441
Sandoz Group Ltd Sponsored ADR045,400+45,40001,3670.42%+1,367
NOVARTIS AG ADR(NVS)20,83035,733+14,9032,1033,4561.07%+1,353
ASTRAZENECA PLC ADR(AZN)30,83250,389+19,5572,0773,4141.05%+1,337
Commonwealth Bank of Australia28,50044,306+15,8062,1713,4961.08%+1,325
Morphosys AG43,00088,506+45,5064261,6050.50%+1,180
ICICI Bank Limited Sponsored A(IBN)205,565229,660+24,0954,9016,0651.87%+1,165
National Grid Transco(NGG)13,18928,959+15,7708971,9760.61%+1,079
Nestle S.A. Sponsored ADR12,37823,471+11,0931,4312,4930.77%+1,061
Shopify, Inc. Class A(SHOP)140,495156,993+16,49810,94512,0003.70%+1,055
UBS Group AG(UBS)451,778497,783+46,00513,96015,0004.63%+1,040
ORIX Corporation Sponsored ADR(IX)059,017+59,01706,5042.01%+6,504
PT Bank Mandiri (Persero) Tbk151,207186,907+35,7002,3783,3761.04%+997
Infosys Limited Sponsored ADR(INFY)122,155180,819+58,6642,2453,2421.00%+997
RELX PLC Sponsored ADR(RELX)62,99178,191+15,2002,4983,3851.04%+887
CGI Inc. Class A(GIB)76,51282,029+5,5178,2039,0632.80%+861
Experian PLC53,00167,205+14,2042,1592,9260.90%+767
Tencent Holdings Ltd. Unsponso94,573111,120+16,5473,5744,3371.34%+763
America Movil SAB de CV Sponso(AMX)167,599200,012+32,4133,1043,7321.15%+628
Ascendis Pharma A/S Sponsored(ASND)24,49524,521+263,0853,7071.14%+622
Logitech International S.A.
SHS
61,94472,698+10,7545,8886,4972.00%+609
PEARSON PLC SPONSORED ADR ADR(PSO)0296,744+296,74403,9051.20%+3,905
Nokia Oyj Sponsored ADR(NOK)0974,299+974,29903,4491.06%+3,449
WNS (Holdings) Limited Sponsor09,464+9,46404780.15%+478
Toyota Motor Corp.(TM)6,7766,785+91,2431,7080.53%+465
Cae Inc.(CAE)0210,400+210,40004,3431.34%+4,343
Banco Santander-Chile(BSAC)49,35466,857+17,5039621,3260.41%+364
CHECK POINT SOFTWARE TECH
ORD
31,80031,783-174,8595,2131.61%+354
SK Telecom Co., Ltd. Sponsored(SKM)68,03983,176+15,1371,4561,7930.55%+337
Open Text Corp.(OTEX)103,290117,990+14,7004,3404,5821.41%+241
Yum China Holdings, Inc.(YUMC)052,863+52,86302,1030.65%+2,103
Merck KGaA Sponsored ADR070,210+70,21002,4730.76%+2,473
Smith & Nephew Plc(SNN)183,076205,417+22,3414,9945,2091.61%+215
PDD Holdings Inc. Sponsored AD(PDD)22,86130,443+7,5823,3453,5391.09%+194
Trip.com Group Ltd. Sponsored(TCOM)25,32725,188-1399121,1060.34%+193
Anglogold Ashanti PLC(AU)58,56357,990-5731,0951,2870.40%+193
Lloyds Banking Group plc Spons(LYG)917,665919,039+1,3742,1932,3800.73%+187
ASE Technology Holding Co., Lt(ASX)91,07493,788+2,7148571,0310.32%+174
Sony Group Corporation Sponsor(SONY)99,227111,397+12,1709,3969,5512.95%+155
SoftBank Group Corp. Unsponsor17,05917,05903765070.16%+131
Teck Resources Ltd.(TECK)037,339+37,33901,7090.53%+1,709
LONZA GROUP AG UNSPON ADR07,420+7,42004450.14%+445
Cemex SAB de CV Sponsored ADR(CX)82,72982,72906417450.23%+104
CHUBB LIMITED
COM
2,6662,66606036910.21%+88
Meituan Unsponsored ADR Class021,166+21,16605230.16%+523
Silicon Motion Technology Corp(SIMO)8,9188,024-8945466170.19%+71
Credicorp Ltd.(BAP)3,8883,826-625836480.20%+65
Shinhan Financial Group Co Ltd(SHG)14,62914,365-2644505100.16%+60
ADIDAS AG ADR5,3725,37205466020.19%+56
METTLER-TOLEDO INTL W/1 RT/SH(MTD)46946905696240.19%+55
NATIONAL AUSTRALIA BANK ADR58,01957,961-586056600.20%+55
Dr. Reddy's Laboratories Ltd.(RDY)17,79617,449-3471,2381,2800.39%+42
Sumitomo Corporation17,02117,02103704100.13%+40
HDFC Bank Limited Sponsored AD(HDB)46,62456,517+9,8933,1293,1630.98%+34
Alibaba Group Holding Ltd. Spo(BABA)029,447+29,44702,1310.66%+2,131
SHIN-ETSU CHEM UNSPON ADR(SHECF)33,48033,450-307007320.23%+32
ANTA Sports Products Ltd. Unsp01,164+1,16403100.10%+310
Woori Financial Group Inc.(WF)15,89315,612-2814805060.16%+26
BNP PARIBAS25,12325,135+128738980.28%+26
Alcon AG(ALC)3,8693,911+423023260.10%+24
PT Bank Rakyat Indonesia (Pers50,25149,119-1,1329219420.29%+21
Seiko Epson013,810+13,81001200.04%+120
Sociedad Quimica Y Minera De C(SQM)033,079+33,07901,6260.50%+1,626
Commerzbank AG Sponsored ADR010,097+10,09701390.04%+139
TotalEnergies SE Sponsored ADR(TTE)09,923+9,92306830.21%+683
MEDTRONIC PLC(MDT)2,8942,898+42382530.08%+14
Siemens Aktiengesellschaft Spo7,6077,600-77127250.22%+14
Shell PLC Sponsored ADR(SHEL)010,387+10,38706960.21%+696
KT Corporation Sponsored ADR(KT)42,38341,406-9775705810.18%+11
Industrial & Commerical Bank o33,02033,02003213310.10%+10
Julius Baer Gruppe AG Unsponso013,165+13,16501520.05%+152
United Microelectronics Corp S(UMC)83,60288,042+4,4407077120.22%+5
DIAGEO PLC(DEO)01,577+1,57702350.07%+235
AMDOCS LIMITED ORD(DOX)02,669+2,66902410.07%+241
NIDEC CORP ADR037,277+37,27703830.12%+383
Gazprom PJSC Sponsored ADR66,80066,800073730.02%0
MMC Norilsk Nickel37,10037,10001121120.03%0
Oil company LUKOIL PJSC Sponso13,50013,500094940.03%0
Yandex NV Class A(NBIS)10,98610,957-292082080.06%-1
Atari, Inc.10,0000-10,00010-1
Cameco Corp.(CCJ)10,41910,339-804494480.14%-1
Veolia Environnement013,618+13,61802210.07%+221
ACCENTURE PLC CL A
SHS CLASS A
2,5162,51608838720.27%-11
NIPPON TEL & TEL CORP ADR(NPPXF)15,24815,213-354654540.14%-11
JD.com, Inc. Sponsored ADR Cla(JD)22,08022,866+7866386260.19%-12
Fomento Economico Mexicano S.A(FMX)8,1558,040-1151,0631,0470.32%-16
HSBC Holdings PLC Sponsored AD(HSBC)14,07114,091+205705550.17%-16
Barrick Gold Corp.14,91715,117+2002702520.08%-18
IBERDROLA SA SPONSORED ADR7,9287,92804163950.12%-21
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