Titelia

Holdings of Dunham International Stock Fund

Dunham Funds · Original filing · Compare with another fund · Report an error

Net assets
248.2M $ including 243.8M $ in equities, 98.2 %
Positions
381 in 43 countries
Top ten
21.6 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 168,00011.7M $4.71 %
2Samsung Electronics Co Ltd 43,9656.7M $2.69 %
3Kioxia Holdings Corp. 27,5006.7M $2.68 %
4ASML Holding NV 3,6855.3M $2.15 %
5ABB Ltd 46,6444.7M $1.89 %
6Bank of Ireland Group PLC 229,3874.5M $1.82 %
7BNP Paribas SA 42,0744.4M $1.78 %
8Suncor Energy Inc 50,9743.5M $1.41 %
9Shell PLC 34,5393.1M $1.26 %
10AstraZeneca PLC 15,7132.9M $1.19 %
11Techtronic Industries Co Ltd 193,5002.8M $1.13 %
12BP PLC 58,8222.8M $1.12 %
13Franco-Nevada Corp 11,3842.6M $1.06 %
14Bank of China Ltd 3,974,0002.6M $1.04 %
15Lasertec Corp 9,2002.5M $1.02 %
16Sony Group Corp 125,9492.5M $1.02 %
17SK hynix Inc 2,6722.4M $0.97 %
18Haleon PLC 258,0752.4M $0.96 %
19Airbus SE 11,3182.3M $0.94 %
20Hoya Corp 11,7002.2M $0.88 %
21Logitech International SA 21,7902.2M $0.87 %
22AIA Group Ltd 181,4002M $0.80 %
23Silicon Motion Technology Corp 8,9832M $0.79 %
24Eoptolink Technology Inc Ltd 25,2982M $0.79 %
25BOC Hong Kong Holdings Ltd 325,5001.9M $0.75 %
26PetroChina Co Ltd 1,184,1001.8M $0.74 %
27SAP SE 10,6671.8M $0.73 %
28Zhejiang Chint Electrics Co Ltd 373,9001.8M $0.72 %
29Petroleo Brasileiro SA - Petrobras 89,8841.8M $0.72 %
30Canadian National Railway Co 15,3491.7M $0.69 %
31Anglogold Ashanti Plc 18,2571.7M $0.69 %
32Takeda Pharmaceutical Co Ltd 50,7001.7M $0.68 %
33Fast Retailing Co Ltd 3,6001.7M $0.68 %
34WH Group Ltd 1,350,5001.6M $0.66 %
35Equinor ASA 39,2341.6M $0.64 %
36People's Insurance Co Group of China Ltd/The 2,312,0001.6M $0.64 %
37Western Mining Co Ltd 359,9001.6M $0.63 %
38UCB SA 5,6831.5M $0.62 %
39Magna International Inc 24,0641.5M $0.62 %
40CCL Industries Inc 24,1811.5M $0.62 %
41Hon Hai Precision Industry Co Ltd 211,0001.5M $0.60 %
42Han's Laser Technology Industry Group Co Ltd 99,4971.5M $0.60 %
43Wheaton Precious Metals Corp 11,4691.5M $0.58 %
44Repsol SA 53,2181.4M $0.58 %
45InterContinental Hotels Group PLC 9,9371.4M $0.58 %
46KB Financial Group Inc 12,6411.4M $0.56 %
47China CSSC Holdings Ltd 225,7141.4M $0.56 %
48IRICO Display Devices Co Ltd 1,133,3071.3M $0.54 %
49Lloyds Banking Group PLC 245,5001.3M $0.54 %
50COSCO SHIPPING Holdings Co Ltd 639,0621.3M $0.53 %
51Telefonaktiebolaget LM Ericsson 111,3741.3M $0.53 %
52Hengli Petrochemical Co Ltd 401,7001.3M $0.53 %
53Anker Innovations Technology Co Ltd 70,7901.3M $0.53 %
54Galp Energia SGPS SA 53,3741.2M $0.50 %
55iShares MSCI Eurozone ETF 18,5771.2M $0.50 %
56Hong Kong Exchanges & Clearing Ltd 22,8001.2M $0.49 %
57Lonza Group AG 1,9371.2M $0.48 %
58Sompo Holdings Inc 31,9001.2M $0.48 %
59Astellas Pharma Inc 82,6001.2M $0.47 %
60Hyundai Mobis Co Ltd 3,9701.2M $0.47 %
61UBS Group AG 26,0901.2M $0.46 %
62H & M Hennes & Mauritz AB 64,1761.2M $0.46 %
63Industrial & Commercial Bank of China Ltd 1,266,0001.1M $0.46 %
64Galderma Group AG 5,2981.1M $0.45 %
65Asia Vital Components Co Ltd 12,0001.1M $0.44 %
66MTU Aero Engines AG 3,1611.1M $0.44 %
67Sonova Holding AG 4,9441.1M $0.44 %
68Wiwynn Corp 7,0001.1M $0.42 %
69Tokyo Electric Power Co Holdings Inc 276,8001.1M $0.42 %
70Unilever PLC 17,7881M $0.42 %
71Banco Santander SA 85,7301M $0.42 %
72Rio Tinto PLC 10,3671M $0.42 %
73Zhongji Innolight Co Ltd 8,0911M $0.41 %
74Yokogawa Electric Corp 28,400988.8K $0.40 %
75Banco Comercial Portugues SA 912,263975.3K $0.39 %
76China International Marine Containers Group Co Ltd 704,700970.5K $0.39 %
77Siemens Energy AG 4,501954K $0.38 %
78Alamos Gold Inc 23,600941.7K $0.38 %
79Daikin Industries Ltd 6,600932.5K $0.38 %
80Deutsche Telekom AG 28,576923.2K $0.37 %
81Advantest Corp 4,900914.9K $0.37 %
82Hana Financial Group Inc 10,225894.5K $0.36 %
83Recruit Holdings Co Ltd 91,855851.5K $0.34 %
84Swedish Orphan Biovitrum AB 18,103849.3K $0.34 %
85Delta Electronics Inc 12,000843.9K $0.34 %
86Advantest Corp 4,510843.4K $0.34 %
87GoerTek Inc 230,200835.2K $0.34 %
88Tokyo Electron Ltd 2,800825.1K $0.33 %
89Goldwind Science & Technology Co Ltd 371,000823.5K $0.33 %
90BEONE MEDICINES LTD 2,683792.2K $0.32 %
91SAP SE 4,707790.4K $0.32 %
92Hon Precision Inc 5,000787K $0.32 %
93Zhejiang Huayou Cobalt Co Ltd 79,453783.1K $0.32 %
94Piotech Inc 11,773772.6K $0.31 %
95Intesa Sanpaolo SpA 110,337749.8K $0.30 %
96Zhen Ding Technology Holding Ltd 55,000744.2K $0.30 %
97Wartsila OYJ Abp 17,634740.7K $0.30 %
98Keyence Corp 1,600733.8K $0.30 %
99Central Japan Railway Co 30,500731.7K $0.29 %
100Suzhou TFC Optical Communication Co Ltd 15,900719.4K $0.29 %

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Sector breakdown

  • Technology 14.7 %
  • Financials 7.8 %
  • Energy 5.5 %
  • Industrials 5.3 %
  • Materials 4.3 %
  • Health care 3.9 %
  • Communication 1.6 %
  • Consumer staples 1.4 %
  • Consumer discretionary 0.8 %
  • Unattributed 54.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 21.0 %
  • EUR 15.4 %
  • JPY 15.0 %
  • CNY 11.1 %
  • HKD 9.9 %
  • TWD 7.8 %
  • KRW 5.7 %
  • SEK 3.0 %
  • CAD 2.2 %
  • GBP 1.6 %
  • CHF 1.5 %
  • ZAR 1.1 %
  • NOK 0.7 %
  • AED 0.7 %
  • AUD 0.7 %
  • BRL 0.6 %
  • PLN 0.4 %
  • MYR 0.3 %
  • DKK 0.2 %
  • THB 0.2 %
  • ILS 0.2 %
  • SGD 0.1 %
  • SAR 0.1 %
  • PHP 0.1 %
  • TRY 0.1 %
  • IDR 0.1 %
  • HUF 0.1 %
  • MXN 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • Japan 16.1 %
  • China 12.2 %
  • United Kingdom 9.1 %
  • Hong Kong SAR China 8.6 %
  • Taiwan 7.8 %
  • Canada 6.6 %
  • South Korea 5.7 %
  • Switzerland 5.2 %
  • United States 4.2 %
  • France 3.3 %
  • Germany 2.9 %
  • Netherlands 2.8 %
  • Other countries 15.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Japan7439.2M $16.09 %
2China4429.6M $12.16 %
3United Kingdom2822.2M $9.11 %
4Hong Kong SAR China3221.1M $8.64 %
5Taiwan1019M $7.80 %
6Canada1916.1M $6.60 %
7South Korea1513.9M $5.72 %
8Switzerland1112.7M $5.21 %
9United States1110.2M $4.19 %
10France88.2M $3.34 %
11Germany107.1M $2.89 %
12Netherlands86.8M $2.79 %
Cite this page

Titelia. "Holdings of Dunham International Stock Fund". https://titelia.com/en/funds/S000020979