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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

InvestmentPortfolio %Reported Value
1000⤦
Fmpw Inst Money
Recent Activity
Increased 1.46%
6.41%
$167.618M
167.618M shares@ $1.0 avg price
VFIAX
Vanguard 500 Index A
Recent Activity
Decreased -2.11%
4.33%
$113.338M
213,170 shares@ $531.68 avg price
SRBRX
Fed Sh Intrm Ttl Bd
Recent Activity
Decreased -2.64%
3.53%
$92.373M
9.038M shares@ $10.23 avg price
FTRLX
Fed Ttl Ret Bd Cl R6
Recent Activity
Decreased -3.74%
3.46%
$90.583M
9.31M shares@ $9.73 avg price
AGG
Aggregate Bond Ishr
Recent Activity
Increased 0.25%
2.27%
$59.371M
586,265 shares@ $101.28 avg price
VIMAX
Vanguard Mid-cap Ad
Recent Activity
Increased 1.53%
2.17%
$56.704M
173,532 shares@ $326.77 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.74%
2.09%
$54.564M
234,180 shares@ $233.0 avg price
LLY
Lilly Eli & Co, Com
Recent Activity
Decreased -0.15%
1.9%
$49.64M
56,031 shares@ $885.94 avg price
VFSUX
Vanguard S T Inv Gr
Recent Activity
Decreased -1.7%
1.73%
$45.235M
4.325M shares@ $10.47 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.39%
1.65%
$42.965M
99,850 shares@ $430.3 avg price

1-10 of 406