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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
IJTS&p S C 600 Gr Ishr
Recent Activity
Decreased -0.95%
0.17%
$4.246M
30,438 shares@ $139.5 avg price
IJSS&p S C 600 Val Ishr
Recent Activity
Decreased -3.91%
0.16%
$4.018M
37,318 shares@ $107.67 avg price
AMGNAmgen Inc
Recent Activity
Decreased -1.26%
0.16%
$3.934M
12,209 shares@ $322.22 avg price
VPMAXVanguard Primecap
Recent Activity
Decreased -3.69%
0.14%
$3.551M
19,566 shares@ $181.48 avg price
VTABXVanguard Total Intl
Recent Activity
Decreased -0.76%
0.13%
$3.344M
166,460 shares@ $20.09 avg price
TBCIXT Rowe Blue Chip
Recent Activity
Decreased -7.08%
0.13%
$3.333M
17,304 shares@ $192.64 avg price
OMCOmnicom Group Inc
Recent Activity
Decreased -12.43%
0.13%
$3.271M
31,635 shares@ $103.4 avg price
XLEEnergy Spdr
Recent Activity
Decreased -0.64%
0.13%
$3.254M
37,056 shares@ $87.81 avg price
EMBJpm Emerg Mkt
Recent Activity
Decreased -0.52%
0.13%
$3.248M
34,708 shares@ $93.59 avg price
XLUUtilities Spdr
Recent Activity
Decreased -0.26%
0.12%
$3.084M
38,174 shares@ $80.79 avg price