Fund HoldingsHenry James International Management Inc.

Total Portfolio Value
$266.47M
Total Bought
$19.78M
Total Sold
$20.31M
Net Transaction
-$529.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
UBS Group AG(UBS)453,191451,778-1,41311,17113,9605.24%+2,789
ASML HOLDING NV
N Y REGISTRY SHS
013,100+13,10009,9163.72%+9,916
Shopify, Inc. Class A(SHOP)0140,495+140,495010,9454.11%+10,945
Commonwealth Bank of Australia028,500+28,50002,1710.81%+2,171
PDD Holdings Inc. Sponsored AD(PDD)13,79822,861+9,0631,3533,3451.26%+1,992
INTERCONTINENTAL HOTELS GROUP(IHG)107,979107,404-5758,0719,7933.68%+1,722
Ferrari NV
COM
032,850+32,850011,1174.17%+11,117
Aercap Holdings N.V.(AER)101,642106,948+5,3066,3707,9482.98%+1,578
Logitech International S.A.
SHS
62,66561,944-7214,3205,8882.21%+1,568
Taiwan Semiconductor Manufactu(TSM)085,812+85,81208,9243.35%+8,924
Experian PLC053,001+53,00102,1590.81%+2,159
Sony Group Corporation Sponsor(SONY)099,227+99,22709,3963.53%+9,396
SAP SE Sponsored ADR(SAP)041,130+41,13006,3582.39%+6,358
Tencent Holdings Ltd. Unsponso66,60794,573+27,9662,5763,5741.34%+998
Ascendis Pharma A/S Sponsored(ASND)24,49524,49502,2943,0851.16%+791
Icon Plc(ICLR)21,60821,340-2685,3216,0412.27%+720
Open Text Corp.(OTEX)0103,290+103,29004,3401.63%+4,340
Tal Education Group(TAL)51,97189,324+37,3534731,1280.42%+655
NOVARTIS AG ADR(NVS)14,42620,830+6,4041,4692,1030.79%+634
ASTRAZENECA PLC ADR(AZN)21,32630,832+9,5061,4442,0770.78%+632
AIA GROUP LTD089,372+89,37203,0991.16%+3,099
CGI Inc. Class A(GIB)076,512+76,51208,2033.08%+8,203
CHECK POINT SOFTWARE TECH
ORD
31,83131,800-314,2424,8591.82%+616
Wal-Mart de Mexico SAB de CV S21,75333,753+12,0008171,4250.53%+608
Rolls Royce Holdings ADR0160,484+160,48406070.23%+607
Stmicroelectronics N.V.(STM)0125,783+125,78306,3062.37%+6,306
Novo Nordisk A/S(NVO)46,94446,947+34,2694,8571.82%+588
Toyota Motor Corp.(TM)3,6656,776+3,1116591,2430.47%+584
MercadoLibre, Inc.(MELI)1,9171,857-602,4312,9181.10%+488
INFINEON TECHNOLOGIES(IFNNF)053,135+53,13502,2240.83%+2,224
Morphosys AG043,000+43,00004260.16%+426
Grifols, S.A. Sponsored ADR Cl(GRFS)175,513175,51301,6042,0290.76%+425
Smith & Nephew Plc(SNN)0183,076+183,07604,9941.87%+4,994
Telefonaktiebolaget LM Ericsso(ERIC)0302,572+302,57201,9060.72%+1,906
RELX PLC Sponsored ADR(RELX)62,99162,99102,1232,4980.94%+375
HDFC Bank Limited Sponsored AD(HDB)046,624+46,62403,1291.17%+3,129
DASSAULT SYSTEMS ADR023,029+23,02901,1290.42%+1,129
SHIN-ETSU CHEM UNSPON ADR(SHECF)33,48033,48004867000.26%+214
Fabrinet(FN)10,40810,175-2331,7341,9370.73%+202
America Movil SAB de CV Sponso(AMX)0167,599+167,59903,1041.16%+3,104
Vale S.A. Sponsored ADR81,26981,26901,0891,2890.48%+200
Lloyds Banking Group plc Spons(LYG)936,173917,665-18,5081,9942,1930.82%+199
Fomento Economico Mexicano S.A(FMX)8,1558,15508901,0630.40%+173
ASE Technology Holding Co., Lt(ASX)90,98791,074+876848570.32%+173
Anglogold Ashanti PLC(AU)58,55158,563+129251,0950.41%+169
Siemens Aktiengesellschaft Spo7,6077,60705447120.27%+168
Infosys Limited Sponsored ADR(INFY)122,155122,15502,0902,2450.84%+155
ICICI Bank Limited Sponsored A(IBN)206,415205,565-8504,7724,9011.84%+128
United Microelectronics Corp S(UMC)83,57683,602+265907070.27%+117
ACCENTURE PLC CL A
SHS CLASS A
2,5162,51607738830.33%+110
Cemex SAB de CV Sponsored ADR(CX)82,72982,72905386410.24%+103
Silicon Motion Technology Corp(SIMO)08,918+8,91805460.21%+546
Banco Bradesco S.A. Sponsored156,130152,391-3,7394455330.20%+88
Credicorp Ltd.(BAP)3,8883,88804985830.22%+85
RIO TINTO PLC SPONSORED ADR(RIO)7,0897,08904515280.20%+77
BNP PARIBAS25,12325,12307988730.33%+75
ADIDAS AG ADR5,3725,37204715460.20%+75
PT Bank Rakyat Indonesia (Pers50,25150,25108509210.35%+70
LVMH Moet Hennessy Louis Vuitt6,1536,155+29301,0000.38%+70
NATIONAL AUSTRALIA BANK ADR58,01958,01905406050.23%+64
Shinhan Financial Group Co Ltd(SHG)14,62814,629+13874500.17%+63
IBERDROLA SA SPONSORED ADR7,9287,92803554160.16%+62
Banco Santander-Chile(BSAC)49,35449,35409059620.36%+57
Barrick Gold Corp.14,93014,917-132172700.10%+53
National Grid Transco(NGG)13,94013,189-7518458970.34%+52
Kasikornbank Public Co. Ltd. U26,15626,15603574090.15%+52
METTLER-TOLEDO INTL W/1 RT/SH(MTD)46946905205690.21%+49
Dr. Reddy's Laboratories Ltd.(RDY)17,79617,79601,1901,2380.46%+48
Grupo Aeroportuario Del Pacifi(PAC)4,3874,38707217690.29%+48
CHUBB LIMITED
COM
2,6672,666-15556030.23%+47
Woori Financial Group Inc.(WF)15,89315,89304364800.18%+45
PT Bank Mandiri (Persero) Tbk151,192151,207+152,3402,3780.89%+38
Toronto-Dominion Bank(TD)7,8787,87804755090.19%+34
South32 Ltd. ADR063,979+63,97907210.27%+721
Sumitomo Corporation17,02117,02103413700.14%+29
Ambev SA Sponsored ADR(ABEV)130,015130,01503353640.14%+29
KT Corporation Sponsored ADR(KT)42,36742,383+165435700.21%+26
Trip.com Group Ltd. Sponsored(TCOM)25,32725,32708869120.34%+26
Ecopetrol SA Sponsored ADR(EC)82,25582,068-1879539780.37%+26
PT Telkom Indonesia (Persero)(TLK)19,89819,490-4084805020.19%+23
Bunzl plc Sponsored ADR(BZLFF)12,88611,697-1,1894624790.18%+17
SoftBank Group Corp. Unsponsor17,05917,05903593760.14%+17
HSBC Holdings PLC Sponsored AD(HSBC)14,07114,07105555700.21%+15
Himax Technologies, Inc. Spons(HIMX)60,53160,53103543670.14%+14
NIPPON TEL & TEL CORP ADR(NPPXF)15,24815,24804524650.17%+12
MEDTRONIC PLC(MDT)2,8942,89402272380.09%+12
Alcon AG(ALC)3,8693,86902983020.11%+4
NIO Inc. Sponsored ADR Class A(NIO)21,45821,45801941950.07%+1
Gazprom PJSC Sponsored ADR66,80066,800073730.03%0
MMC Norilsk Nickel37,10037,10001121120.04%0
Oil company LUKOIL PJSC Sponso13,50013,500094940.04%0
Industrial & Commerical Bank o33,66033,020-6403213210.12%-0
Atari, Inc.10,00010,0000110.00%-0
Yandex NV Class A(NBIS)11,09410,986-1082102080.08%-2
Cameco Corp.(CCJ)11,41510,419-9964524490.17%-3
SK Telecom Co., Ltd. Sponsored(SKM)68,03868,039+11,4601,4560.55%-4
uniQure N.V.(QURE)041,286+41,28602800.10%+280
Nestle S.A. Sponsored ADR12,76012,378-3821,4441,4310.54%-13
JD.com, Inc. Sponsored ADR Cla(JD)22,49122,080-4116556380.24%-17
KB Financial Group Inc. Sponso(KB)59,63458,757-8772,4522,4310.91%-21
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