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