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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$44.291M
56,255 shares@ $787.33 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$12.412M
82,512 shares@ $150.43 avg price
PDBCInvesco Optimum Yield Diversif
Recent Activity
Exited
0%
$7.206M
512,897 shares@ $14.06 avg price
MMM3m Co
Recent Activity
Exited
0%
$6.08M
59,500 shares@ $102.19 avg price
SCHPSchwab Us Tips Etf
Recent Activity
Exited
0%
$5.355M
102,959 shares@ $52.02 avg price
IBMInternational Business Machine
Recent Activity
Exited
0%
$2.846M
16,453 shares@ $172.95 avg price
EDVVanguard Extended Duration Tre
Recent Activity
Exited
0%
$2.572M
35,032 shares@ $73.41 avg price
PRUPrudential Financial Inc
Recent Activity
Exited
0%
$1.767M
15,074 shares@ $117.19 avg price
LNSTYLondon Stock Exchange Group Pl
Recent Activity
Exited
0%
$1.523M
50,672 shares@ $30.06 avg price
HLIOHelios Technologies Inc
Recent Activity
Exited
0%
$1.439M
30,141 shares@ $47.76 avg price