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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
RTXRaytheon Tech
Recent Activity
Decreased -2.76%
0.22%
$5.752M
47,472 shares@ $121.17 avg price
CTVACorteva Inc
Recent Activity
Decreased -0.25%
0.22%
$5.675M
96,533 shares@ $58.79 avg price
XLCComm Services
Recent Activity
Decreased -0.2%
0.2%
$5.125M
56,698 shares@ $90.4 avg price
IWMRussell 2000 Ishr
Recent Activity
Decreased -5.43%
0.2%
$5.04M
22,818 shares@ $220.89 avg price
CFRCullen Frost Bankers
Recent Activity
Decreased -3.88%
0.2%
$4.99M
44,606 shares@ $111.86 avg price
SLBSchlumberger Ltd
Recent Activity
Decreased -4.85%
0.19%
$4.851M
115,644 shares@ $41.96 avg price
EWEdw Lifesciences
Recent Activity
Decreased -2.12%
0.18%
$4.681M
70,936 shares@ $65.99 avg price
CSCOCisco Systems
Recent Activity
Decreased -16.47%
0.17%
$4.429M
83,220 shares@ $53.22 avg price
LNTAlliant Corp
Recent Activity
Decreased -0.11%
0.17%
$4.397M
72,457 shares@ $60.69 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -4.23%
0.17%
$4.278M
36,495 shares@ $117.23 avg price