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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
LBRDKLiberty Broadband Corp
Recent Activity
Increased 5.43%
1.35%
$119.907M
1.551M shares@ $77.3 avg price
CDWCdw Corp De
Recent Activity
Increased 8.68%
1.28%
$113.728M
502,552 shares@ $226.31 avg price
FNDFloor & Decor Holdings Inc
Recent Activity
Increased 8.77%
1.27%
$112.85M
908,834 shares@ $124.18 avg price
VVisa Inc
Recent Activity
Increased 6.55%
1.26%
$111.423M
405,250 shares@ $274.95 avg price
ACNAccenture Plc
Recent Activity
Increased 3.41%
1.25%
$110.736M
313,273 shares@ $353.49 avg price
LHLabcorp Holdings Inc Com Usd0.
Recent Activity
Increased 15.74%
1.25%
$110.475M
494,339 shares@ $223.49 avg price
ANETArista Networks Inc
Recent Activity
Increased 8.62%
1.2%
$106.498M
277,469 shares@ $383.82 avg price
THOThor Industries Inc
Recent Activity
Increased 29.13%
1.14%
$101.206M
920,977 shares@ $109.89 avg price
WATWaters Corp
Recent Activity
Increased 9.81%
1.05%
$92.805M
257,871 shares@ $359.9 avg price
SPHQInvesco S&p 500 Quality Etf
Recent Activity
Increased 9.68%
1.03%
$91.198M
1.356M shares@ $67.27 avg price