SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

HTTP://WWW.SBW-INVEST.COM/ NEENAH, WI Investment Advisor How do I update this listing?

Schaper Benz & Wise Investment Counsel is based out of Neenah. Schaper Benz & Wise Investment Counsel is a large advisory firm with 283 clients and discretionary assets under management (AUM) of $1,026,669,459 (Form ADV from 2019-06-01). Their last reported 13F filing for Q2 2020 included $802,636,000 in managed 13F securities and a top 10 holdings concentration of 28.93%. Schaper Benz & Wise Investment Counsel's largest holding is Adobe Systems, Inc. with shares held of 80,848. Schaper Benz & Wise Investment Counsel has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 80 13F filings

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06/30/2020

13F Activity

  • Market Value $805.844 Million
  • Prior Market Value $687.302 Million
  • New Purchases3 stocks
  • Additional Purchases38 stocks
  • Sold out of0 stocks
  • Reduced holdings in54 stocks
  • Top 10 Holdings % 28.82 %
  • Turnover % [1]:2.75%
  • Turnover Alt % [2]: 1.30 %
  • Time Held Top20:25.85 quarters
  • Time Held Top10:19.60 quarters
  • Time Held All:40.84 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: 26.82%
Performance Last 4 Quarters: -2.78%
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

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
18 JEWELERS PARK DR STE 200
NEENAH WI    54956
Country: United States

Business Phone: 920-727-1137
Fax: 920-727-1139
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: WI
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 487,956,000
Total Number of Clients: 283
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

ownership team - last updated 2020-06-16
Name Title Start Date Direct/Indirect % Ownership
BENZ, BRADLEY, EVERETT CHAIRMAN (03/2020) AND DIRECTOR (02/1994) 03/01/2020 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC PRESIDENT AND TREASURER (03/2001) DIRECTOR (02/1994) direct 2001-03-01
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT, TREASURER AND DIRECTOR direct 1994-02-01 2001-02-22
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC PRESIDENT (03/2001) AND DIRECTOR (02/1994) direct 2001-03-01 2002-03-15
WISE, MICHAEL, LAWRENCE VICE PRESIDENT (02/1998), CHIEF COMPLIANCE OFFICER (10/2004) AND DIRECTOR (02/1998) 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT (02/1998), SECRETARY (02/1998), DIRECTOR (02/1998) AND CHIEF COMPLIANCE OFFICER (10/2004) direct 2004-10-01
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT, SECRETARY AND DIRECTOR direct 1998-02-01 2001-02-22
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT (02/1998), SECRETARY (02/1998), DIRECTOR (02/1998) AND COMPLIANCE OFFICER (03/2001) direct 2001-03-01 2004-03-22
RIPPL, THOMAS, HALEY VICE PRESIDENT (10/2006), TREASURER (03/2020) AND DIRECTOR (01/2017) 03/01/2020 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC INVESTMENT ANALYST (07/2002), PORTFOLIO MANAGER (07/2003) AND VICE PRESIDENT (10/2006) direct 2002-07-01
SALM, CHRISTI, LYN VICE PRESIDENT (08/2003) AND DIRECTOR (01/2017) 08/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC PORTFOLIO MANAGER/ANALYST, VICE PRESIDENT AND INVESTMENT OFFICER direct 2003-08-01
SEASHORE, ANTHONY, JOHN PRESIDENT (03/2020) AND DIRECTOR (01/2018) 03/01/2020 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC INVESTMENT ANALYST (1/2012), VICE PRESIDENT (12/2016) AND INVESTMENT OFFICER (12/2016) direct 2012-01-01
PETERSEN, KIMBERLY, ANNE PRESIDENT OF FAMILY WEALTH COUNSEL (01/2020), SECRETARY (03/2020) AND DIRECTOR (01/2017) 01/01/2020 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC WEALTH COUNSELOR AND VICE PRESIDENT direct 2013-09-01

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

ownership team - last updated 2020-03-17
Name Title Start Date Direct/Indirect % Ownership

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

ownership team - last updated 2019-03-05
Name Title Start Date Direct/Indirect % Ownership
WISE, MICHAEL, LAWRENCE VICE PRESIDENT (02/1998), SECRETARY (02/1998), DIRECTOR (02/1998) AND CHIEF COMPLIANCE OFFICER (10/2004) 10/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT (02/1998), SECRETARY (02/1998), DIRECTOR (02/1998) AND CHIEF COMPLIANCE OFFICER (10/2004) direct 2004-10-01
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT, SECRETARY AND DIRECTOR direct 1998-02-01 2001-02-22
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT (02/1998), SECRETARY (02/1998), DIRECTOR (02/1998) AND COMPLIANCE OFFICER (03/2001) direct 2001-03-01 2004-03-22
BENZ, BRADLEY, EVERETT PRESIDENT AND TREASURER (03/2001) DIRECTOR (02/1994) 03/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC PRESIDENT AND TREASURER (03/2001) DIRECTOR (02/1994) direct 2001-03-01
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT, TREASURER AND DIRECTOR direct 1994-02-01 2001-02-22
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC PRESIDENT (03/2001) AND DIRECTOR (02/1994) direct 2001-03-01 2002-03-15
RIPPL, THOMAS, HALEY INVESTMENT ANALYST (07/2002), PORTFOLIO MANAGER (07/2003), VICE PRESIDENT (10/2006) AND DIRECTOR (01/2017) 07/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC INVESTMENT ANALYST (07/2002), PORTFOLIO MANAGER (07/2003) AND VICE PRESIDENT (10/2006) direct 2002-07-01
SALM, CHRISTI, LYN PORTFOLIO MANAGER/ANALYST, VICE PRESIDENT AND INVESTMENT OFFICER (08/2003) AND DIRECTOR (01/2017) 08/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC PORTFOLIO MANAGER/ANALYST, VICE PRESIDENT AND INVESTMENT OFFICER direct 2003-08-01
SEASHORE, ANTHONY, JOHN INVESTMENT ANALYST (1/2012), VICE PRESIDENT AND INVESTMENT OFFICER (12/2016) AND DIRECTOR (01/2018) 01/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC INVESTMENT ANALYST (1/2012), VICE PRESIDENT (12/2016) AND INVESTMENT OFFICER (12/2016) direct 2012-01-01
PETERSEN, KIMBERLY, ANNE VICE PRESIDENT - FAMILY WEALTH COUNSEL (09/2013) AND DIRECTOR (01/2017) 09/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC WEALTH COUNSELOR AND VICE PRESIDENT direct 2013-09-01

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

ownership team - last updated 2017-05-23
Name Title Start Date Direct/Indirect % Ownership
BENZ, BRADLEY, EVERETT PRESIDENT AND TREASURER (03/2001) DIRECTOR (02/1994) 03/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC PRESIDENT AND TREASURER (03/2001) DIRECTOR (02/1994) direct 2001-03-01
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT, TREASURER AND DIRECTOR direct 1994-02-01 2001-02-22
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC PRESIDENT (03/2001) AND DIRECTOR (02/1994) direct 2001-03-01 2002-03-15
WISE, MICHAEL, LAWRENCE VICE PRESIDENT (02/1998), SECRETARY (02/1998), DIRECTOR (02/1998) AND CHIEF COMPLIANCE OFFICER (10/2004) 10/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT (02/1998), SECRETARY (02/1998), DIRECTOR (02/1998) AND CHIEF COMPLIANCE OFFICER (10/2004) direct 2004-10-01
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT, SECRETARY AND DIRECTOR direct 1998-02-01 2001-02-22
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC VICE PRESIDENT (02/1998), SECRETARY (02/1998), DIRECTOR (02/1998) AND COMPLIANCE OFFICER (03/2001) direct 2001-03-01 2004-03-22
RIPPL, THOMAS, HALEY INVESTMENT ANALYST (07/2002), PORTFOLIO MANAGER (07/2003) AND VICE PRESIDENT (10/2006) 07/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC INVESTMENT ANALYST (07/2002), PORTFOLIO MANAGER (07/2003) AND VICE PRESIDENT (10/2006) direct 2002-07-01
SALM, CHRISTI, LYN PORTFOLIO MANAGER/ANALYST, VICE PRESIDENT AND INVESTMENT OFFICER 08/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC PORTFOLIO MANAGER/ANALYST, VICE PRESIDENT AND INVESTMENT OFFICER direct 2003-08-01
SEASHORE, ANTHONY, JOHN INVESTMENT ANALYST (1/2012), VICE PRESIDENT (12/2016) AND INVESTMENT OFFICER (12/2016) 01/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC INVESTMENT ANALYST (1/2012), VICE PRESIDENT (12/2016) AND INVESTMENT OFFICER (12/2016) direct 2012-01-01
PETERSEN, KIMBERLY, ANNE WEALTH COUNSELOR AND VICE PRESIDENT 09/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC WEALTH COUNSELOR AND VICE PRESIDENT direct 2013-09-01

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