KEMPNER MULTI-CAP DEEP VALUE FUND

KEMPNER MULTI-CAP DEEP VALUE FUND is a registered fund series of Ultimus Managers Trust (series S000057335). Net assets $98.8M as of 2025-08-31.

Profile

Advisers

Top holdings (38 reported)

Showing 15 of 38 holdings by value.

HoldingTickerValue% of fund
First American Funds Inc.$11.4M1156.64%
Taiwan Semiconductor Manufacturing Co., Ltd.$6.4M649.16%
Micron Technology Inc.$5.2M527.80%
Citigroup Inc.$3.6M364.33%
Bank of America Corp.$3.5M356.65%
Walt Disney Company$3.4M344.01%
Lincoln National Corp.$3.2M325.36%
Global Payments Inc$3.2M321.51%
Sensata Technologies Holding PLC$3.2M319.99%
Alphabet Inc.$2.9M298.36%
Shell PLC$2.9M295.14%
Citizens Financial Group Inc$2.9M290.88%
Zimmer Biomet Holdings Inc$2.8M288.45%
Exxon Mobil Corp.$2.8M280.29%
Merck & Co., Inc$2.6M268.30%

Net asset history

Report dateNet assets
2025-08-31$98.8M
2025-05-31$90.0M
2025-02-28$95.7M
2024-11-30$98.1M
2024-08-31$95.6M
2024-05-31$93.1M
2024-02-29$84.4M
2023-11-30$78.3M

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