CAMPBELL NEWMAN ASSET MANAGEMENT INC

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Campbell Newman Asset Management is based out of Milwaukee. Campbell Newman Asset Management is a large advisory firm with 913 clients and discretionary assets under management (AUM) of $735,882,303 (Form ADV from 2020-06-12). Their last reported 13F filing for Q2 2020 included $726,991,000 in managed 13F securities and a top 10 holdings concentration of 39.99%. Campbell Newman Asset Management's largest holding is Microsoft Corp. with shares held of 244,342. Campbell Newman Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 81 13F filings

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06/30/2020

13F Activity

  • Market Value $726.991 Million
  • Prior Market Value $583.86 Million
  • New Purchases4 stocks
  • Additional Purchases79 stocks
  • Sold out of4 stocks
  • Reduced holdings in23 stocks
  • Top 10 Holdings % 39.99 %
  • Turnover % [1]:6.90%
  • Turnover Alt % [2]: 9.38 %
  • Time Held Top20:10.85 quarters
  • Time Held Top10:10.00 quarters
  • Time Held All:23.79 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 28.02%
Performance Last 4 Quarters: -0.83%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CAMPBELL NEWMAN ASSET MANAGEMENT INC
330 EAST KILBOURN AVENUE SUITE 1125
MILWAUKEE WI    53202
Country: United States

Business Phone: 414-908-6670
Fax: 262-243-7200
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: WI
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,FEES ARE BASED ON UNDERLYING CLIENT ASSETS UNDER MANAGEMENT
Amount of client funds and securities: 213,532,000
Total Number of Clients: 913
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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CAMPBELL NEWMAN ASSET MANAGEMENT INC

ownership team - last updated 2020-06-12
Name Title Start Date Direct/Indirect % Ownership
BROWN, MARY, CAMPBELL DIRECTOR AND PRESIDENT 05/01/2003 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR AND PRESIDENT direct 2003-05-01
CAMPBELL NEWMAN ASSET MANAGEMENT INC MANAGING DIRECTOR direct 1986-11-01 2003-02-20
CAMPBELL NEWMAN ASSET MANAGEMENT INC TRUSTEE AND BENEFICIAL OWNER indirect 2000-06-01 2006-06-20
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR, PRESIDENT, AND CHIEF COMPLIANCE OFFICER direct 2003-05-01 2009-01-26
BOLGERT, THOMAS, HENRY VICE PRESIDENT 04/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC VICE PRESIDENT direct 2002-04-01
MILAITIS, RIMAS, MICHAEL DIRECTOR OF RESEARCH 05/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF RESEARCH direct 2005-09-01
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF RESEARCH direct 2008-05-01
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF RESEARCH AND CHIEF COMPLIANCE OFFICER direct 2008-05-01
HARRISON, ROBIN, JOY CHIEF COMPLIANCE OFFICER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-02-01
BONNELL, JOHN, CHARLES DIRECTOR OF BUSINESS DEVELOPMENT 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF BUSINESS DEVELOPMENT direct 2018-07-01

CAMPBELL NEWMAN ASSET MANAGEMENT INC

ownership team - last updated 2020-03-24
Name Title Start Date Direct/Indirect % Ownership

CAMPBELL NEWMAN ASSET MANAGEMENT INC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
BROWN, MARY, CAMPBELL DIRECTOR AND PRESIDENT 05/01/2003 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR AND PRESIDENT direct 2003-05-01
CAMPBELL NEWMAN ASSET MANAGEMENT INC MANAGING DIRECTOR direct 1986-11-01 2003-02-20
CAMPBELL NEWMAN ASSET MANAGEMENT INC TRUSTEE AND BENEFICIAL OWNER indirect 2000-06-01 2006-06-20
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR, PRESIDENT, AND CHIEF COMPLIANCE OFFICER direct 2003-05-01 2009-01-26
BOLGERT, THOMAS, HENRY VICE PRESIDENT 04/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC VICE PRESIDENT direct 2002-04-01
MILAITIS, RIMAS, MICHAEL DIRECTOR OF RESEARCH 05/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF RESEARCH direct 2005-09-01
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF RESEARCH direct 2008-05-01
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF RESEARCH AND CHIEF COMPLIANCE OFFICER direct 2008-05-01
HARRISON, ROBIN, JOY CHIEF COMPLIANCE OFFICER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-02-01
BONNELL, JOHN, CHARLES DIRECTOR OF BUSINESS DEVELOPMENT 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF BUSINESS DEVELOPMENT direct 2018-07-01

CAMPBELL NEWMAN ASSET MANAGEMENT INC

ownership team - last updated 2017-08-01
Name Title Start Date Direct/Indirect % Ownership
HARRISON, ROBIN, JOY CHIEF COMPLIANCE OFFICER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-02-01
MILAITIS, RIMAS, MICHAEL DIRECTOR OF RESEARCH 05/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF RESEARCH direct 2005-09-01
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF RESEARCH direct 2008-05-01
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR OF RESEARCH AND CHIEF COMPLIANCE OFFICER direct 2008-05-01
BOLGERT, THOMAS, HENRY VICE PRESIDENT 04/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC VICE PRESIDENT direct 2002-04-01
BROWN, MARY, CAMPBELL DIRECTOR AND PRESIDENT 05/01/2003 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR AND PRESIDENT direct 2003-05-01
CAMPBELL NEWMAN ASSET MANAGEMENT INC MANAGING DIRECTOR direct 1986-11-01 2003-02-20
CAMPBELL NEWMAN ASSET MANAGEMENT INC TRUSTEE AND BENEFICIAL OWNER indirect 2000-06-01 2006-06-20
CAMPBELL NEWMAN ASSET MANAGEMENT INC DIRECTOR, PRESIDENT, AND CHIEF COMPLIANCE OFFICER direct 2003-05-01 2009-01-26

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