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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
DFSVXDfa Small Cap Value
Recent Activity
Decreased -2.09%
0.12%
$3.054M
62,803 shares@ $48.63 avg price
VTMSXVangd Tx Mngd S C
Recent Activity
Decreased -1.3%
0.12%
$3.043M
32,055 shares@ $94.94 avg price
VBILXVanguard Int-term
Recent Activity
Decreased -3.41%
0.12%
$2.94M
277,624 shares@ $10.59 avg price
BALLBall Corp, Common
Recent Activity
Decreased -8.88%
0.12%
$2.929M
43,127 shares@ $67.92 avg price
DISDisney Walt Company
Recent Activity
Decreased -15.63%
0.12%
$2.898M
30,123 shares@ $96.19 avg price
VLCAXVanguard Ind Lrg Cap
Recent Activity
Decreased -8.67%
0.11%
$2.837M
21,336 shares@ $132.96 avg price
VWSUXVanguard Sh Tx Adm
Recent Activity
Decreased -0.88%
0.11%
$2.706M
170,707 shares@ $15.86 avg price
VHCIXVanguard Hlthcr Idx
Recent Activity
Decreased -0.97%
0.1%
$2.619M
18,554 shares@ $141.14 avg price
AWKAmerican Wtr Co
Recent Activity
Decreased -0.92%
0.1%
$2.471M
16,895 shares@ $146.25 avg price
VGSLXVanguard Re Index
Recent Activity
Decreased -4.7%
0.1%
$2.433M
17,620 shares@ $138.06 avg price