Fund HoldingsHenry James International Management Inc.

Total Portfolio Value
$230.64M
Total Bought
$7.19M
Total Sold
$25.43M
Net Transaction
-$18.24M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
Shopify, Inc. Class A(SHOP)180,014166,917-13,0978,63010,7834.68%+2,153
ASML HOLDING NV
N Y REGISTRY SHS
10,32712,354+2,0277,0308,9543.88%+1,924
ORIX Corporation Sponsored ADR(IX)55,12958,958+3,8294,5255,3782.33%+853
Aercap Holdings N.V.(AER)102,060101,639-4215,7396,4562.80%+717
Elbit Systems Ltd.(ESLT)29,13026,782-2,3484,9585,5962.43%+638
Taiwan Semiconductor Manufactu(TSM)77,35777,354-37,1967,8073.38%+611
Smith & Nephew Plc(SNN)191,424184,583-6,8415,3435,9532.58%+610
INFINEON TECHNOLOGIES(IFNNF)40,31653,501+13,1851,6512,2110.96%+560
INTERCONTINENTAL HOTELS GROUP(IHG)102,479103,679+1,2006,8257,3043.17%+479
SAP SE Sponsored ADR(SAP)40,75541,130+3755,1585,6272.44%+469
Petroleo Brasileiro SA Sponsor(PBR)123,131123,117-141,2841,7030.74%+418
CGI Inc. Class A(GIB)80,98877,023-3,9657,7978,1213.52%+324
Experian PLC23,00727,997+4,9907581,0710.46%+312
LVMH Moet Hennessy Louis Vuitt2,9514,453+1,5025428410.36%+299
Novo Nordisk A/S(NVO)3,2324,982+1,7505148060.35%+292
Cemex SAB de CV Sponsored ADR(CX)068,407+68,40704840.21%+484
Nestle S.A. Sponsored ADR9,55611,760+2,2041,1631,4150.61%+252
ICICI Bank Limited Sponsored A(IBN)196,013193,571-2,4424,2304,4681.94%+238
ARCH CAPITAL GROUP LTD
ORD
02,938+2,93802200.10%+220
ADIDAS AG ADR4,0385,372+1,3343575230.23%+166
RIO TINTO PLC SPONSORED ADR(RIO)07,089+7,08904530.20%+453
HSBC Holdings PLC Sponsored AD(HSBC)011,287+11,28704470.19%+447
HDFC Bank Limited Sponsored AD(HDB)45,12345,117-63,0083,1451.36%+136
Banco Bradesco S.A. Sponsored134,605134,579-263534660.20%+113
PT Bank Rakyat Indonesia (Pers43,64943,641-86837950.34%+112
Open Text Corp.(OTEX)108,519103,290-5,2294,1834,2921.86%+108
America Movil SAB de CV Sponso(AMX)173,965174,193+2283,6623,7701.63%+108
Dr. Reddy's Laboratories Ltd.(RDY)15,13215,125-78619550.41%+93
DASSAULT SYSTEMS ADR22,78322,836+539361,0150.44%+78
Tencent Holdings Ltd. Unsponso46,96955,741+8,7722,2962,3681.03%+72
Fabrinet(FN)6,4916,490-17718430.37%+72
PT Bank Mandiri (Persero) Tbk151,192151,19202,0352,1010.91%+66
Silicon Motion Technology Corp(SIMO)9,8259,823-26447060.31%+62
National Grid Transco(NGG)12,54013,547+1,0078539120.40%+60
ACCENTURE PLC CL A
SHS CLASS A
2,5162,51607197760.34%+57
Cameco Corp.(CCJ)010,404+10,40403260.14%+326
SoftBank Group Corp. Unsponsor013,680+13,68003220.14%+322
NOVARTIS AG ADR(NVS)5,7765,77605315830.25%+51
Credicorp Ltd.(BAP)3,3143,313-14394890.21%+50
Fomento Economico Mexicano S.A(FMX)03,147+3,14703490.15%+349
Banco Santander-Chile(BSAC)46,73246,730-28338810.38%+48
BNP PARIBAS25,12325,12307497950.34%+45
Alcon AG(ALC)03,869+3,86903180.14%+318
Toyota Motor Corp.(TM)02,236+2,23603590.16%+359
Ambev SA Sponsored ADR(ABEV)0112,499+112,49903580.16%+358
NIDEC CORP ADR39,56239,715+1535145480.24%+34
Shell PLC Sponsored ADR(SHEL)11,27211,27206496810.30%+32
AMDOCS LIMITED ORD(DOX)03,137+3,13703100.13%+310
MEDTRONIC PLC(MDT)02,894+2,89402550.11%+255
IBERDROLA SA SPONSORED ADR7,9287,92803944140.18%+20
ASTRAZENECA PLC ADR(AZN)8,9768,97606236420.28%+19
Siemens Aktiengesellschaft Spo7,6077,60706166350.28%+19
SHIN-ETSU CHEM UNSPON ADR(SHECF)13,39233,480+20,0885415590.24%+18
Veolia Environnement017,536+17,53602790.12%+279
Seiko Epson017,048+17,04801320.06%+132
Commerzbank AG Sponsored ADR014,089+14,08901570.07%+157
Bunzl plc Sponsored ADR(BZLFF)12,78812,886+984824920.21%+10
Woori Financial Group Inc.(WF)13,49413,49403553640.16%+9
Aegon NV ADR014,165+14,1650720.03%+72
Industrial & Commerical Bank o33,90733,902-53593610.16%+1
LONZA GROUP AG UNSPON ADR7,6317,662+314574570.20%0
Gazprom PJSC Sponsored ADR066,800+66,8000730.03%+73
MMC Norilsk Nickel037,100+37,10001120.05%+112
Oil company LUKOIL PJSC Sponso013,500+13,5000940.04%+94
Yandex NV Class A(NBIS)011,139+11,13902110.09%+211
Atari, Inc.012,900+12,900020.00%+2
KT Corporation Sponsored ADR(KT)36,31236,299-134124100.18%-2
CHUBB LIMITED
COM
2,8682,86805575520.24%-5
NIPPON TEL & TEL CORP ADR(NPPXF)15,24815,24804574500.20%-7
Wal-Mart de Mexico SAB de CV S21,99321,989-48768670.38%-9
PT Telkom Indonesia (Persero)(TLK)17,06917,059-104654550.20%-11
Shinhan Financial Group Co Ltd(SHG)012,426+12,42603240.14%+324
ASE Technology Holding Co., Lt(ASX)79,00478,985-196306150.27%-14
Toronto-Dominion Bank(TD)8,4267,878-5485054890.21%-16
Amcor PLC(AMCR)012,853+12,85301280.06%+128
Julius Baer Gruppe AG Unsponso021,008+21,00802640.11%+264
Tal Education Group(TAL)041,005+41,00502440.11%+244
NATIONAL AUSTRALIA BANK ADR46,54946,54904304080.18%-21
DIAGEO PLC(DEO)2,7852,78505054830.21%-21
Ecopetrol SA Sponsored ADR(EC)70,26870,256-127427200.31%-22
China Merchants Bank Co Ltd.09,192+9,19202090.09%+209
Kasikornbank Public Co. Ltd. U22,22122,22103493220.14%-27
TotalEnergies SE Sponsored ADR(TTE)13,32413,021-3037877510.33%-36
Sberbank Russia OJSC Sponsored000000
Trip.com Group Ltd. Sponsored(TCOM)21,63621,632-48157570.33%-58
PDD Holdings Inc. Sponsored AD(PDD)8,6058,60506535950.26%-58
Baidu Inc Sponsored ADR Class4,2804,279-16465860.25%-60
Grupo Aeroportuario Del Pacifi(PAC)3,7133,71307246640.29%-61
SK Telecom Co., Ltd. Sponsored(SKM)62,67962,670-91,2861,2230.53%-63
United Microelectronics Corp S(UMC)72,78172,763-186385740.25%-63
Himax Technologies, Inc. Spons(HIMX)50,18450,18404083390.15%-69
Meituan Unsponsored ADR Class18,06718,061-66555670.25%-87
AIA GROUP LTD74,62774,619-83,1343,0391.32%-95
ANTA Sports Products Ltd. Unsp1,0111,010-13672590.11%-108
Yum China Holdings, Inc.(YUMC)38,16840,868+2,7002,4192,3091.00%-110
RELX PLC Sponsored ADR(RELX)68,79162,991-5,8002,2322,1060.91%-126
KB Financial Group Inc. Sponso(KB)58,24054,788-3,4522,1211,9940.86%-127
Infosys Limited Sponsored ADR(INFY)110,124110,101-231,9211,7690.77%-151
WNS (Holdings) Limited Sponsor8,3018,299-27736120.27%-162
Vale S.A. Sponsored ADR69,39969,388-111,0959310.40%-164
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