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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AAPLApple Inc Common
| 0.97% | $3.489M 13,933 shares@ $250.43 avg price | Increased 2% |
MSFTMicrosoft Corp
| 0.87% | $3.117M 7,394 shares@ $421.51 avg price | Increased 1.81% |
XOMExxon Mobil Corp
| 0.76% | $2.709M 25,179 shares@ $107.57 avg price | Increased 3.99% |
NVDANvidia Corp
| 0.71% | $2.551M 18,996 shares@ $134.3 avg price | Increased 0.94% |
AGZIshares Agency Bond Etf
| 0.7% | $2.487M 23,035 shares@ $107.97 avg price | |
ABBVAbbvie Inc
| 0.68% | $2.427M 13,657 shares@ $177.71 avg price | Decreased -0.48% |
AMZNAmazon.com Inc
| 0.67% | $2.401M 10,942 shares@ $219.39 avg price | Increased 6.9% |
GNMAIshares Gnma Bond Etf
| 0.67% | $2.377M 55,380 shares@ $42.93 avg price | |
IVVIshares Core S&p 500 Etf
| 0.61% | $2.189M 3,719 shares@ $588.69 avg price | |
GOOGAlphabet Inc Cap Stk Class C
| 0.61% | $2.174M 11,417 shares@ $190.44 avg price | Increased 8.4% |