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John Brown — Institutional Investor Profile | Buyside Digest

John Brown

Institutional Investor • Madison Dividend Income Fund

Value

$0M

Stocks

50 Stocks

Turnover

0.0%

CIK

0001299351EDGAR ↗

Website ↗

Top Holdings

ACGL(6.78%) GOOG(3.96%) APH(3.81%) ROST(3.47%) PCAR(3.26%)

About Investor

John Brown, CFA, leads the Dividend Income strategy with over 40 years of investment experience, having started his career in 1983 and joined Madison in 2009. He holds a B.S. in Finance and Computer Science (summa cum laude) from Northern Illinois University and an MBA with Fellowship in applied security analysis from University of Wisconsin-Madison, with previous experience at Charles Schwab, The Bank of California, Montgomery Asset Management, and MEMBERS Capital Advisors. Drew Justman, CFA, serves as co-portfolio manager with over 20 years of financial services experience, joining Madison in 2005 as a research analyst and becoming portfolio manager in 2013. He holds a BBA and M.S. in Finance from University of Wisconsin-Madison and previously worked at Merrill Lynch as a Registered Client Associate. Together, the co-portfolio managers bring over 65 years of combined investment experience to managing dividend-focused equity strategies.

Investor Philosophy

Investment philosophy details pending verification.

John Brown Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
ACGL	None	Arch Capital Group Ltd.	Financials	$368.8M	6.8%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$215.6M	4.0%	No Change
APH	None	Amphenol Corporation	Information Technology	$207.4M	3.8%	No Change
ROST	None	Ross Stores	Consumer Discretionary	$188.7M	3.5%	No Change
PCAR	None	PACCAR Inc	Industrials	$177.6M	3.3%	No Change
TXN	None	Texas Instruments	Information Technology	$171.6M	3.1%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$156.4M	2.9%	No Change
CSL	None	Carlisle	Industrials	$152.9M	2.8%	No Change
CDW	None	CDW Corp.	Information Technology	$150.6M	2.8%	No Change
MKSI	None	MKS Instruments, Inc.	Information Technology	$140.9M	2.6%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Information Technology23.4%

Financials20.9%

Industrials16.4%

Consumer Discretionary13.8%

Health Care10.0%

Sector	Stocks	Value	Exposure
Information Technology	10	$1270.7M	23.4%
Financials	9	$1138.3M	20.9%
Industrials	8	$893.3M	16.4%
Consumer Discretionary	8	$752.5M	13.8%
Health Care	6	$545.0M	10.0%
General	6	$475.2M	8.7%
Communication Services	2	$307.3M	5.7%
Financial Services	1	$59.0M	1.1%