Campbell Newman Asset Management Inc

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Assets, Funds, Holdings

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Campbell Newman Asset Management Inc
CRD #107003
SEC #801-8825
CIK #0000874791
AUM $1.2 BB (2024-03-12)
Employees 8 (38% Investors, 0% Brokers)
Phone414-908-6670
Address330 East Kilbourn Avenue
Milwaukee, WI 53202
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1300104078052026002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 91.1
AAPL 2,382,844.0 80.2
AVGO 201,282.9 60.0
KLAC 49,261.0 56.5
LLY 301,789.7 56.5
ADI 77,186.0 48.7
SYK 74,798.9 39.2
COP 123,162.3 37.1
V 419,260.5 36.0
LOW 111,668.6 34.7
View All
Holdings by Sector ($MM)
1300104078052026002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,019 327.0
(b) Individuals (high net worth individuals) 180 444.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 22 18.9
(h) Charitable organizations 9 27.2
(i) State or municipal government entities 2 97.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 17 165.9
(n) Other 0 0.0
Total 1,249 1,080.0
By Discretionary
Discretionary 1,249 1,080.0
Non-Discretionary 0 0.0
Total 1,249 1,080.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,080.0
Total 1,249 1,080.0
EDGAR Form CIK 2011 - 2024
13F-HR [0000874791]
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