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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
VTCAXVanguard Comm Servs
Recent Activity
Decreased -1.61%
0.09%
$2.319M
31,282 shares@ $74.14 avg price
VSIAXVanguard Sm Cap Val
Recent Activity
Decreased -1.81%
0.09%
$2.312M
26,794 shares@ $86.31 avg price
VNQVanguard Reit In Etf
Recent Activity
Decreased -2.05%
0.09%
$2.289M
23,501 shares@ $97.42 avg price
KOCoca Cola Co, Common
Recent Activity
Decreased -2.48%
0.09%
$2.266M
31,540 shares@ $71.86 avg price
RSPInvesco S&p 500
Recent Activity
Decreased -10.6%
0.09%
$2.231M
12,452 shares@ $179.16 avg price
VEGBXVanguard Emrg Mkt
Recent Activity
Decreased -0.81%
0.08%
$2.084M
86,595 shares@ $24.07 avg price
VYMVanguard W Hi Div
Recent Activity
Decreased -0.84%
0.08%
$2.084M
16,255 shares@ $128.2 avg price
ALCAlcon Inc
Recent Activity
Decreased -4.4%
0.08%
$2.071M
20,694 shares@ $100.08 avg price
CASYCasey's Gen Store
Recent Activity
Decreased -2.51%
0.08%
$2.036M
5,419 shares@ $375.71 avg price
EEMMsci Emg Mkt Ind Ish
Recent Activity
Decreased -1.67%
0.08%
$1.891M
41,242 shares@ $45.86 avg price