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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
DOWDow Inc
Recent Activity
Exited
0%
$1.017M
19,173 shares@ $53.06 avg price
BSVVanguard Short-term Bond Etf
Recent Activity
Exited
0%
$968,071
12,624 shares@ $76.69 avg price
TLTIshares 20 Year Treasury Bond
Recent Activity
Exited
0%
$266,988
2,909 shares@ $91.78 avg price
BDXBecton Dickinson And Co
Recent Activity
Exited
0%
$253,382
1,084 shares@ $233.75 avg price
CBRECbre Group Inc
Recent Activity
Exited
0%
$225,092
2,526 shares@ $89.12 avg price
NANRSpdr S&p North American Natura
Recent Activity
Exited
0%
$210,793
3,870 shares@ $54.47 avg price