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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
IJJS&p M C 400 Val Ishr
Recent Activity
Decreased -3.5%
0.58%
$14.996M
121,311 shares@ $123.62 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.32%
0.56%
$14.492M
85,220 shares@ $170.05 avg price
VWIUXVanguard Tax Exempt
Recent Activity
Decreased -1.39%
0.56%
$14.413M
1.044M shares@ $13.81 avg price
LRCXLam Research Corp
Recent Activity
Decreased -0.18%
0.55%
$14.344M
17,577 shares@ $816.08 avg price
IJKS&p M C 400 Gr Ishr
Recent Activity
Decreased -1.14%
0.53%
$13.834M
150,482 shares@ $91.94 avg price
ADPAuto Data Processing
Recent Activity
Decreased -1.68%
0.53%
$13.665M
49,381 shares@ $276.74 avg price
CBChubb Limited
Recent Activity
Decreased -0.98%
0.52%
$13.366M
46,346 shares@ $288.4 avg price
NOMIXNorthern Midcap
Recent Activity
Decreased -4.5%
0.49%
$12.794M
565,105 shares@ $22.65 avg price
TJXTjx Cos Inc
Recent Activity
Decreased -0.11%
0.49%
$12.741M
108,399 shares@ $117.55 avg price
JNJJohnson & Johnson Co
Recent Activity
Decreased -1.4%
0.45%
$11.639M
71,818 shares@ $162.06 avg price