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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
GSYInvesco
Recent Activity
Increased 0.64%
0.76%
$19.755M
393,681 shares@ $50.19 avg price
JPMJ P Morgan Chase
Recent Activity
Increased 1.15%
0.75%
$19.39M
91,956 shares@ $210.86 avg price
NVDANvidia Corp
Recent Activity
Decreased -1.34%
0.74%
$19.221M
158,279 shares@ $121.45 avg price
VIGAXVanguard Grw Ind Adm
Recent Activity
Increased 0.22%
0.73%
$19.066M
96,433 shares@ $197.72 avg price
IVES&p 500 Val Ishr
Recent Activity
Increased 4.84%
0.71%
$18.499M
93,822 shares@ $197.18 avg price
WMTWal Mart Stores Inc
Recent Activity
Increased 2.29%
0.71%
$18.493M
229,015 shares@ $80.75 avg price
VWILXVanguard Intl Gr Adm
Recent Activity
Increased 4.6%
0.71%
$18.443M
156,462 shares@ $117.88 avg price
VVisa
Recent Activity
Increased 0.82%
0.71%
$18.379M
66,846 shares@ $274.96 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