test

Kimbra Edwards

@First Merchants Corp

Latest period2024 - Q3ReportedManaged Assets$2.619BTotal holdings406
Assets growth rate5.38%Assets growth rate (2-Q avg)46.13%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in First Merchants Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 406 positions.

Assets under management

The assets under management (AUM) of First Merchants Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.619B in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of 46.13%. The portfolio is managed by Kimbra Edwards, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VEIRXVanguard Equity
Recent Activity
Decreased -2.48%
1.48%
$38.717M
404,382 shares@ $95.75 avg price
FCNTXFidelity Contrafund
Recent Activity
Decreased -2.29%
1.44%
$37.658M
1.784M shares@ $21.12 avg price
VBTLXVanguard Total Bond
Recent Activity
Decreased -0.49%
1.38%
$36.107M
3.658M shares@ $9.88 avg price
NUSFXNorth Ult-sh Fix Inc
Recent Activity
Decreased -1.61%
1.36%
$35.463M
3.433M shares@ $10.33 avg price
SFNNXSchwab Fdmtl Intl Lc
Recent Activity
Increased 10.5%
1.35%
$35.214M
3.005M shares@ $11.72 avg price
AVGOBroadcom Inc Npv
Recent Activity
Increased 859.01%
1.34%
$35.086M
203,395 shares@ $172.51 avg price
VSMAXVanguard Smallcap Ad
Recent Activity
Increased 0.42%
1.34%
$34.915M
307,073 shares@ $113.71 avg price
IJRS&p S C 600 Cr Ishr
Recent Activity
Decreased -1.28%
1.3%
$33.921M
290,023 shares@ $116.96 avg price
GOOGLAlphabet Cl A
Recent Activity
Increased 0.17%
1.29%
$33.78M
203,679 shares@ $165.86 avg price
IYWTech Ishares Etf
Recent Activity
Decreased -0.98%
1.16%
$30.252M
199,522 shares@ $151.62 avg price