Titelia

Holdings of Vaughan Nelson International Fund

INVESTMENT MANAGERS SERIES TRUST · Original filing · Compare with another fund · Report an error

Net assets
53.5M $ including 51.4M $ in equities, 96.1 %
Positions
23 in 14 countries
Top ten
50.1 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Siemens AG 11,2903.4M $6.28 %
2Shopify Inc 25,9423.1M $5.89 %
3Komatsu Ltd 72,5203.1M $5.81 %
4Grupo Mexico SAB de CV 264,8552.9M $5.42 %
5WiseTech Global Ltd 80,6452.5M $4.75 %
6Taiwan Semiconductor Manufacturing Co Ltd 35,4402.5M $4.60 %
7Alibaba Group Holding Ltd 145,1652.4M $4.48 %
8MercadoLibre Inc 1,3112.4M $4.40 %
9Contemporary Amperex Technology Co Ltd 35,5002.3M $4.26 %
10L'Oreal SA 5,2402.3M $4.22 %
11UBS Group AG 48,6502.2M $4.03 %
12Sumitomo Mitsui Financial Group Inc 60,6602.1M $4.01 %
13Mitsubishi UFJ Financial Group Inc 118,3302.1M $3.98 %
14Brookfield Asset Management Ltd 43,5002.1M $3.91 %
15Commerzbank AG 49,8792.1M $3.86 %
16NU Holdings Ltd/Cayman Islands 140,2402M $3.80 %
17Zurich Insurance Group AG 2,8352M $3.70 %
18AstraZeneca PLC 10,3551.9M $3.63 %
19International Container Terminal Services Inc 166,3101.9M $3.59 %
20Eurobank SA 435,4751.9M $3.54 %
21Wheaton Precious Metals Corp 13,9191.8M $3.29 %
22BASF SE 22,4501.4M $2.69 %
23Shell PLC 23,5711.1M $2.00 %

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Sector breakdown

  • Financials 20.3 %
  • Technology 15.3 %
  • Materials 11.9 %
  • Consumer discretionary 9.2 %
  • Industrials 6.5 %
  • Consumer staples 4.4 %
  • Health care 3.8 %
  • Energy 2.1 %
  • Unattributed 26.5 %

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

Currency breakdown

  • EUR 21.4 %
  • JPY 14.3 %
  • CAD 13.6 %
  • USD 12.3 %
  • CHF 8.0 %
  • MXN 5.6 %
  • AUD 4.9 %
  • TWD 4.8 %
  • HKD 4.7 %
  • CNY 4.4 %
  • PHP 3.7 %
  • GBP 2.1 %

The quoted currency of each line, as declared.

Country breakdown

  • Japan 14.3 %
  • Germany 13.3 %
  • United States 12.6 %
  • Canada 9.5 %
  • Switzerland 8.0 %
  • United Kingdom 5.9 %
  • Mexico 5.6 %
  • Australia 4.9 %
  • Taiwan 4.8 %
  • Hong Kong SAR China 4.7 %
  • China 4.4 %
  • France 4.4 %
  • Other countries 7.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Japan37.4M $14.35 %
2Germany36.9M $13.34 %
3United States36.5M $12.59 %
4Canada24.9M $9.55 %
5Switzerland24.1M $8.03 %
6United Kingdom23M $5.86 %
7Mexico12.9M $5.64 %
8Australia12.5M $4.94 %
9Taiwan12.5M $4.79 %
10Hong Kong SAR China12.4M $4.66 %
11China12.3M $4.43 %
12France12.3M $4.39 %
Cite this page

Titelia. "Holdings of Vaughan Nelson International Fund". https://titelia.com/en/funds/S000026082