Terri Wilhelm

@Madison Asset Management, Llc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$8.894B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MKCMccormick & Co Inc Md Recent Activity New Position	0.02%	$1.543M 18,749 shares@ $82.31 avg price	New Position
DGXQuest Diagnostics Inc Recent Activity New Position	0.02%	$1.192M 7,675 shares@ $155.26 avg price	New Position
AEMAgnico Eagle Mines Ltd Recent Activity New Position	0.02%	$925,312 11,486 shares@ $80.56 avg price	New Position
VFLOVictoryshares Free Cash Flow E Recent Activity New Position	0.01%	$742,757 22,305 shares@ $33.31 avg price	New Position
IWBIshares Russell 1000 Etf Recent Activity New Position	0.01%	$262,671 835 shares@ $314.58 avg price	New Position
HWMHowmet Aerospace Inc Recent Activity New Position	0.01%	$250,625 2,500 shares@ $100.25 avg price	New Position
JCIJohnson Controls International Recent Activity New Position	0.01%	$209,547 2,700 shares@ $77.61 avg price	New Position
IWRIshares Russell Mid-cap Etf Recent Activity New Position	0.01%	$201,450 2,286 shares@ $88.13 avg price	New Position