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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
IVWS&p 500 Gr Ishr
Recent Activity
Increased 1.2%
1.07%
$27.955M
291,962 shares@ $95.76 avg price
VGTVg Info Tech Etf
Recent Activity
Decreased -0.9%
1%
$26.141M
44,569 shares@ $586.52 avg price
3535⤦Franklin Electric
Recent Activity
New Position
1%
$26.038M
248,409 shares@ $104.82 avg price
AMZNAmazon
Recent Activity
Increased 5.77%
0.92%
$23.938M
128,470 shares@ $186.33 avg price
VOOVanguard
Recent Activity
Decreased -2.75%
0.86%
$22.401M
42,453 shares@ $527.68 avg price
SYKStryker Corp
Recent Activity
Increased 0.3%
0.83%
$21.598M
59,786 shares@ $361.26 avg price
JMGRXJanus Enterprise
Recent Activity
Increased 0.69%
0.82%
$21.334M
140,097 shares@ $152.28 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
UNHUnitedhealth Group
Recent Activity
Increased 0.96%
0.78%
$20.182M
34,518 shares@ $584.68 avg price