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Jocelyn Raffaelle

@Sunflower Bank, N.a.

Latest period2024 - Q4ReportedManaged Assets$359.796MTotal holdings127
Assets growth rate-1.38%Assets growth rate (2-Q avg)-7.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sunflower Bank, N.a.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Sunflower Bank, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 359.796M in assets, with a quarterly growth rate of -1.38% and a 2-quarter average growth rate of -7.62%. The portfolio is managed by Jocelyn Raffaelle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IEMGIshares Core Msci Emerg Marktet
Recent Activity
Exited
0%
$380,399
6,626 shares@ $57.42 avg price
IGSBIshares Short-term Corporate Bd
Recent Activity
Exited
0%
$378,099
7,180 shares@ $52.67 avg price
IXGIshares S&p Global Financials I
Recent Activity
Exited
0%
$329,138
3,480 shares@ $94.58 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$298,228
777 shares@ $383.82 avg price
MXIIshares Glbl Mat Etf
Recent Activity
Exited
0%
$285,167
3,058 shares@ $93.26 avg price
RXIIshares Global Consumer Discr E
Recent Activity
Exited
0%
$254,435
1,434 shares@ $177.44 avg price
BLKBlackrock Inc Cl A
Recent Activity
Exited
0%
$218,387
230 shares@ $949.51 avg price
GLDSpdr Gold Tr Gold Shs
Recent Activity
Exited
0%
$203,441
837 shares@ $243.06 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$201,572
247 shares@ $816.09 avg price