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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
NUSFXNorth Ult-sh Fix Inc
Recent Activity
Decreased -1.61%
1.36%
$35.463M
3.433M shares@ $10.33 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
IYWTech Ishares Etf
Recent Activity
Decreased -0.98%
1.16%
$30.252M
199,522 shares@ $151.62 avg price
VGTVg Info Tech Etf
Recent Activity
Decreased -0.9%
1%
$26.141M
44,569 shares@ $586.52 avg price
VOOVanguard
Recent Activity
Decreased -2.75%
0.86%
$22.401M
42,453 shares@ $527.68 avg price
FRMEFirst Merchants Corp
Recent Activity
Decreased -3.3%
0.8%
$20.931M
562,659 shares@ $37.21 avg price
COSTCostco Wholesale
Recent Activity
Decreased -1.57%
0.79%
$20.669M
23,315 shares@ $886.52 avg price
NVDANvidia Corp
Recent Activity
Decreased -1.34%
0.74%
$19.221M
158,279 shares@ $121.45 avg price
LOWLowe's Companies
Recent Activity
Decreased -0.53%
0.7%
$18.289M
67,525 shares@ $270.85 avg price
WCMIXWcm Focused Intl Gr
Recent Activity
Decreased -0.65%
0.7%
$18.234M
694,109 shares@ $26.28 avg price