test

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
SJNKSpdr Barclays Short Term High Y
Recent Activity
Decreased -2.7%
0.56%
$1.986M
78,666 shares@ $25.26 avg price
KOCoca-cola Co
Recent Activity
Increased 1.48%
0.48%
$1.712M
27,499 shares@ $62.27 avg price
IWMIshares Russell 2000
Recent Activity
Decreased -7.27%
0.48%
$1.703M
7,709 shares@ $220.96 avg price
JPIBJp Morgan Intl Bond Opportuniti
Recent Activity
Decreased -28.95%
0.47%
$1.684M
35,630 shares@ $47.27 avg price
METAMeta Platforms Inc.
Recent Activity
Increased 6.6%
0.47%
$1.674M
2,859 shares@ $585.51 avg price
ABTAbbott Laboratories
Recent Activity
Increased 1.2%
0.46%
$1.625M
14,363 shares@ $113.12 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 0.31%
0.45%
$1.588M
6,625 shares@ $239.72 avg price
MRKMerck & Co Inc New
Recent Activity
Increased 2.32%
0.44%
$1.575M
15,830 shares@ $99.48 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Increased 7.27%
0.43%
$1.542M
8,145 shares@ $189.3 avg price
JNJJohnson & Johnson
Recent Activity
Increased 2.37%
0.43%
$1.529M
10,572 shares@ $144.63 avg price