Fund HoldingsHenry James International Management Inc.

Total Portfolio Value
$282.50M
Total Bought
$17.70M
Total Sold
$53.77M
Net Transaction
-$36.06M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Aercap Holdings N.V.(AER)115,289132,012+16,72310,00012,3044.36%+2,304
ASTRAZENECA PLC ADR(AZN)50,38967,593+17,2043,4145,2721.87%+1,858
ASML HOLDING NV
N Y REGISTRY SHS
15,59116,251+66015,00016,6205.88%+1,620
NOVARTIS AG ADR(NVS)35,73344,736+9,0033,4564,7631.69%+1,306
ABB Ltd. Sponsored ADR021,756+21,75601,2120.43%+1,212
Rolls Royce Holdings ADR859,863994,412+134,5494,6265,6982.02%+1,072
Novo Nordisk A/S(NVO)53,74355,764+2,0216,9017,9602.82%+1,059
Nestle S.A. Sponsored ADR23,47132,271+8,8002,4933,3061.17%+814
Logitech International S.A.
SHS
72,69872,652-466,4977,0392.49%+542
SAP SE Sponsored ADR(SAP)48,89549,215+3209,5369,9273.51%+391
Sandoz Group Ltd Sponsored ADR45,40045,408+81,3671,6440.58%+277
Lloyds Banking Group plc Spons(LYG)919,039968,851+49,8122,3802,6450.94%+265
Cameco Corp.(CCJ)10,33914,393+4,0544487080.25%+260
Commonwealth Bank of Australia44,30644,30603,4963,7471.33%+251
ORIX Corporation Sponsored ADR(IX)59,01760,580+1,5636,5046,7432.39%+239
Nokia Oyj Sponsored ADR(NOK)974,299974,936+6373,4493,6851.30%+236
ARCH CAPITAL GROUP LTD
ORD
02,211+2,21102230.08%+223
Experian PLC67,20567,20502,9263,1341.11%+208
RELX PLC Sponsored ADR(RELX)78,19178,190-13,3853,5871.27%+202
Telefonaktiebolaget LM Ericsso(ERIC)0302,293+302,29301,8650.66%+1,865
Mitsubishi UFJ Financial Group(MUFG)014,651+14,65101580.06%+158
South32 Ltd. ADR063,979+63,97907760.27%+776
INFINEON TECHNOLOGIES(IFNNF)052,892+52,89201,9490.69%+1,949
Teck Resources Ltd.(TECK)37,33937,908+5691,7091,8160.64%+106
Aegon NV ADR(AEG)014,535+14,5350890.03%+89
HSBC Holdings PLC Sponsored AD(HSBC)14,09114,172+815556160.22%+62
Shell PLC Sponsored ADR(SHEL)10,38710,38706967500.27%+53
Commerzbank AG Sponsored ADR10,09712,334+2,2371391880.07%+48
SoftBank Group Corp. Unsponsor17,05917,05905075490.19%+43
ADIDAS AG ADR5,3725,371-16026440.23%+42
Sumitomo Corporation17,02117,912+8914104510.16%+41
NIDEC CORP ADR37,27737,131-1463834200.15%+36
NATIONAL AUSTRALIA BANK ADR57,96157,96106606960.25%+36
CHECK POINT SOFTWARE TECH
ORD
31,78331,78305,2135,2441.86%+31
Alcon AG(ALC)3,9113,896-153263470.12%+21
IBERDROLA SA SPONSORED ADR7,9287,92803954150.15%+20
RIO TINTO PLC SPONSORED ADR(RIO)07,109+7,10904690.17%+469
METTLER-TOLEDO INTL W/1 RT/SH(MTD)469458-116246400.23%+16
Gazprom PJSC Sponsored ADR66,80066,800073730.03%0
MMC Norilsk Nickel37,10037,10001121120.04%0
Oil company LUKOIL PJSC Sponso13,50013,500094940.03%0
Barrick Gold Corp.15,11714,917-2002522490.09%-3
Yandex NV Class A(NBIS)10,95710,575-3822082000.07%-7
Julius Baer Gruppe AG Unsponso13,16512,888-2771521440.05%-8
CHUBB LIMITED
COM
2,6662,66606916800.24%-11
Seiko Epson13,81013,470-3401201040.04%-16
Siemens Aktiengesellschaft Spo7,6007,60007257090.25%-17
Veolia Environnement13,61813,338-2802212000.07%-21
TotalEnergies SE Sponsored ADR(TTE)9,9239,92306836620.23%-21
MEDTRONIC PLC(MDT)2,8982,89802532280.08%-24
AMDOCS LIMITED ORD(DOX)2,6692,646-232412090.07%-32
LONZA GROUP AG UNSPON ADR7,4207,408-124454040.14%-41
Bunzl plc Sponsored ADR(BZLFF)08,417+8,41703200.11%+320
Grifols, S.A. Sponsored ADR Cl(GRFS)0175,509+175,50901,1070.39%+1,107
SHIN-ETSU CHEM UNSPON ADR(SHECF)33,45033,45007326500.23%-81
Sony Group Corporation Sponsor(SONY)111,397111,412+159,5519,4643.35%-87
BNP PARIBAS25,13525,13508988080.29%-90
NIPPON TEL & TEL CORP ADR(NPPXF)15,21315,21304543610.13%-93
NIO Inc. Sponsored ADR Class A(NIO)000000
Smith & Nephew Plc(SNN)205,417205,024-3935,2095,0801.80%-129
INTERCONTINENTAL HOTELS GROUP(IHG)121,475121,446-2913,00012,8674.55%-133
Toronto-Dominion Bank(TD)06,157+6,15703380.12%+338
Merck KGaA Sponsored ADR70,21070,205-52,4732,3280.82%-145
Toyota Motor Corp.(TM)6,7857,444+6591,7081,5260.54%-182
PEARSON PLC SPONSORED ADR ADR(PSO)296,744296,767+233,9053,7041.31%-201
uniQure N.V.(QURE)000000
DIAGEO PLC(DEO)1,5770-1,5772350-235
Ambev SA Sponsored ADR(ABEV)017,388+17,3880360.01%+36
ANTA Sports Products Ltd. Unsp1,1640-1,1643100-310
KB Financial Group Inc. Sponso(KB)74,35962,889-11,4703,8723,5601.26%-312
Himax Technologies, Inc. Spons(HIMX)000000
National Grid Transco(NGG)28,95929,005+461,9761,6470.58%-328
Industrial & Commerical Bank o33,0200-33,0203310-331
ACCENTURE PLC CL A
SHS CLASS A
2,5161,780-7368725400.19%-332
Kasikornbank Public Co. Ltd. U000000
Banco Santander-Chile(BSAC)66,85751,160-15,6971,3269630.34%-362
Ascendis Pharma A/S Sponsored(ASND)24,52124,497-243,7073,3411.18%-366
Banco Bradesco S.A. Sponsored018,226+18,2260410.01%+41
DASSAULT SYSTEMS ADR013,611+13,61105140.18%+514
LVMH Moet Hennessy Louis Vuitt15,55115,55102,8152,3850.84%-430
Cae Inc.(CAE)210,400210,436+364,3433,9101.38%-433
PT Telkom Indonesia (Persero)(TLK)000000
HDFC Bank Limited Sponsored AD(HDB)56,51742,015-14,5023,1632,7030.96%-460
Anglogold Ashanti PLC(AU)57,99032,602-25,3881,2878190.29%-468
WNS (Holdings) Limited Sponsor9,4640-9,4644780-478
United Microelectronics Corp S(UMC)88,04223,855-64,1877122090.07%-503
Woori Financial Group Inc.(WF)15,6120-15,6125060-506
Shinhan Financial Group Co Ltd(SHG)14,3650-14,3655100-510
Meituan Unsponsored ADR Class21,1660-21,1665230-523
KT Corporation Sponsored ADR(KT)41,4060-41,4065810-581
Silicon Motion Technology Corp(SIMO)8,0240-8,0246170-617
JD.com, Inc. Sponsored ADR Cla(JD)22,8660-22,8666260-626
Tencent Holdings Ltd. Unsponso111,12078,257-32,8634,3373,7061.31%-631
Credicorp Ltd.(BAP)3,8260-3,8266480-648
Baidu Inc Sponsored ADR Class000000
AIA GROUP LTD082,322+82,32202,2250.79%+2,225
Grupo Aeroportuario Del Pacifi(PAC)000000
SK Telecom Co., Ltd. Sponsored(SKM)83,17651,423-31,7531,7931,0760.38%-717
Cemex SAB de CV Sponsored ADR(CX)82,7290-82,7297450-745
Elbit Systems Ltd.(ESLT)022,698+22,69804,0091.42%+4,009
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