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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
ORLYO'reilly Auto
Recent Activity
Decreased -0.58%
0.31%
$8.089M
7,024 shares@ $1151.6 avg price
EOGEog Resources Inc
Recent Activity
Decreased -0.43%
0.3%
$7.844M
63,812 shares@ $122.94 avg price
BRK.BBerkshire Hathaway
Recent Activity
Decreased -41.17%
0.3%
$7.842M
17,038 shares@ $460.27 avg price
XLPConsumer Staple Spdr
Recent Activity
Decreased -1.07%
0.3%
$7.828M
94,317 shares@ $83.0 avg price
VHYAXVanguard High Div Yd
Recent Activity
Decreased -3.84%
0.3%
$7.671M
198,406 shares@ $38.67 avg price
CVXChevron Corp
Recent Activity
Decreased -0.65%
0.29%
$7.367M
50,023 shares@ $147.27 avg price
IWRRussell Mc Ind Ish
Recent Activity
Decreased -1.92%
0.28%
$7.243M
82,175 shares@ $88.15 avg price
FTNTFortinet
Recent Activity
Decreased -2.35%
0.28%
$7.168M
92,432 shares@ $77.56 avg price
MCDMcdonald's Corp, Com
Recent Activity
Decreased -2.18%
0.26%
$6.688M
21,962 shares@ $304.52 avg price
LHXL3harris Tech
Recent Activity
Decreased -2.85%
0.26%
$6.672M
28,049 shares@ $237.88 avg price