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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
XLKTech Select Sec Spdr
Recent Activity
Decreased -17.9%
0.27%
$937,056
4,030 shares@ $232.53 avg price
ACWIIshares Tr Msci
Recent Activity
Decreased -43.08%
0.25%
$871,968
7,421 shares@ $117.51 avg price
ADPAutomatic Data Processing Inc
Recent Activity
Decreased -3.95%
0.22%
$774,564
2,646 shares@ $292.74 avg price
BACBank Amer Corp Common
Recent Activity
Decreased -0.14%
0.14%
$501,953
11,421 shares@ $43.96 avg price
EEMIshares Msci Emerg
Recent Activity
Decreased -9.18%
0.13%
$435,639
10,417 shares@ $41.83 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -6.44%
0.13%
$433,422
1,306 shares@ $331.87 avg price
GEVGe Vernova
Recent Activity
Decreased -0.48%
0.12%
$405,900
1,234 shares@ $328.94 avg price
TMOThermo Fisher Scientific Inc Co
Recent Activity
Decreased -1.1%
0.11%
$371,444
714 shares@ $520.23 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -1.55%
0.1%
$352,390
2,973 shares@ $118.54 avg price
EXIIshares S&p Glo Inds
Recent Activity
Decreased -48.36%
0.1%
$335,421
2,375 shares@ $141.23 avg price