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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
HDHome Depot Inc
Recent Activity
Decreased -5.49%
0.44%
$11.303M
27,894 shares@ $405.21 avg price
PGProcter & Gamble Co,
Recent Activity
Decreased -1.01%
0.43%
$11.255M
64,984 shares@ $173.21 avg price
SPYS&p 500 Spdr
Recent Activity
Decreased -1.6%
0.43%
$11.118M
19,378 shares@ $573.76 avg price
PDGIXT Rowe Price Divid
Recent Activity
Decreased -3.23%
0.42%
$10.985M
133,592 shares@ $82.23 avg price
NOWService Now Inc
Recent Activity
Decreased -4.14%
0.38%
$9.937M
11,110 shares@ $894.4 avg price
LINLinde Plc
Recent Activity
Decreased -1.18%
0.38%
$9.715M
20,372 shares@ $476.87 avg price
MDYS&p 400 Mid-cap Spdr
Recent Activity
Decreased -5.25%
0.38%
$9.692M
17,014 shares@ $569.66 avg price
CMCSAComcast Cl A
Recent Activity
Decreased -2.35%
0.35%
$9.006M
215,601 shares@ $41.77 avg price
MCHPMicrochip Tech
Recent Activity
Decreased -0.51%
0.33%
$8.487M
105,699 shares@ $80.3 avg price
SCHWCharles Schwab Corp
Recent Activity
Decreased -0.53%
0.32%
$8.336M
128,619 shares@ $64.81 avg price