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Terri Wilhelm

@Madison Asset Management, Llc

Latest period2024 - Q3ReportedManaged Assets$8.894BTotal holdings328
Assets growth rate10.08%Assets growth rate (2-Q avg)4.73%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Madison Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 328 positions.

Assets under management

The assets under management (AUM) of Madison Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.894B in assets, with a quarterly growth rate of 10.08% and a 2-quarter average growth rate of 4.73%. The portfolio is managed by Terri Wilhelm, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KEYSKeysight Technologies Inc
Recent Activity
New Position
0.98%
$86.685M
545,426 shares@ $158.94 avg price
ABGAsbury Automotive Group Inc
Recent Activity
New Position
0.83%
$73.147M
306,580 shares@ $238.59 avg price
LADLithia Motors Inc
Recent Activity
New Position
0.83%
$73.137M
230,251 shares@ $317.64 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.42%
$37.053M
39,023 shares@ $949.52 avg price
GGGGraco Inc
Recent Activity
New Position
0.41%
$36.03M
411,729 shares@ $87.52 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.14%
$12.224M
80,961 shares@ $150.99 avg price
SPLGSpdr Portfolio S&p 500 Etf
Recent Activity
New Position
0.04%
$2.959M
43,827 shares@ $67.52 avg price
WKWorkiva Inc
Recent Activity
New Position
0.03%
$2.258M
28,534 shares@ $79.12 avg price
VUGVanguard Growth Etf
Recent Activity
New Position
0.03%
$2.239M
5,833 shares@ $383.94 avg price
MUFGMitsubishi Ufj Financial Group
Recent Activity
New Position
0.02%
$1.751M
171,978 shares@ $10.18 avg price