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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
ABTAbbott Labs Common
Recent Activity
Decreased -1.72%
0.26%
$6.613M
58,000 shares@ $114.01 avg price
AMPAmeriprise Finl
Recent Activity
Decreased -4.97%
0.24%
$6.28M
13,368 shares@ $469.81 avg price
VTMGXVanguard Dev Mkt Adm
Recent Activity
Decreased -4.31%
0.24%
$6.236M
367,449 shares@ $16.97 avg price
VITAXVanguard Infotec Idx
Recent Activity
Decreased -2.36%
0.24%
$6.151M
20,474 shares@ $300.43 avg price
BNDXVan Total Bd Idx
Recent Activity
Decreased -2.98%
0.24%
$6.095M
121,218 shares@ $50.28 avg price
XLREReal Estate Sel Sec
Recent Activity
Decreased -2.54%
0.23%
$6.019M
134,750 shares@ $44.67 avg price
CMICummins Inc
Recent Activity
Decreased -2.27%
0.23%
$5.976M
18,457 shares@ $323.8 avg price
VWNAXVanguard Wndsr Ad Ii
Recent Activity
Decreased -4.23%
0.23%
$5.958M
68,307 shares@ $87.22 avg price
VFIDXVanguard Intermed
Recent Activity
Decreased -14.79%
0.23%
$5.853M
656,855 shares@ $8.91 avg price
VBVan Small-cap Etf
Recent Activity
Decreased -0.1%
0.23%
$5.848M
24,655 shares@ $237.22 avg price