Robert D. Benson, Jr.
@Benson Investment Management Company, Inc.
Latest period2024 - Q4ReportedManaged Assets$240.748MTotal holdings46
Assets growth rate-4.85%Assets growth rate (2-Q avg)-0.08%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Benson Investment Management Company, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 46 positions.
Assets under management
The assets under management (AUM) of Benson Investment Management Company, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 240.748M in assets, with a quarterly growth rate of -4.85% and a 2-quarter average growth rate of -0.08%. The portfolio is managed by Robert D. Benson, Jr., and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CRHCrh Plc
| 2.51% | $6.034M 65,213 shares@ $92.53 avg price | Decreased -0.6% |
SMFGSumitomo Mitsui Finl Group I
| 2.47% | $5.945M 410,275 shares@ $14.5 avg price | Increased 0.01% |
GSGoldman Sachs Group Inc
| 2.46% | $5.905M 10,312 shares@ $572.62 avg price | New Position |
SSNCSs&c Technologies Hldgs Inc
| 2.32% | $5.578M 73,602 shares@ $75.79 avg price | New Position |
ADPAutomatic Data Processing In
| 2.3% | $5.517M 18,847 shares@ $292.73 avg price | Decreased -0.39% |
METMetlife Inc
| 2.27% | $5.444M 66,482 shares@ $81.88 avg price | Increased 1.63% |
GLDSpdr Gold Tr
| 2.26% | $5.435M 22,445 shares@ $242.14 avg price | New Position |
RGAReinsurance Grp Of America I
| 2.24% | $5.375M 25,159 shares@ $213.63 avg price | Decreased -0.39% |
GLWCorning Inc
| 2.24% | $5.372M 113,047 shares@ $47.52 avg price | Decreased -14.51% |
HIIHuntington Ingalls Inds Inc
| 2.16% | $5.185M 27,439 shares@ $188.98 avg price | New Position |