NUANCE INVESTMENTS, LLC Information

4200 W. 115TH STREET, LEAWOOD, Kansas, 66211, (913) 647-9700

Report Date: 03/31/2015

Position Statistics

Total Positions 62
New Positions 11
Increased Positions 43
Decreased Positions 19
Positions with Activity 62
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,042

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 9.63%
Capital Goods 6.67%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.77%
Energy 15.17%
Financial 21.5%
Healthcare 5.37%
Services 3.61%
Technology 11.73%
Transportation 3.09%
Utilities 8.94%

62 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FRANKS INTL N V COM 120,089 -8,871 (6.88) 5,924,474
BOK FINL CORP COM NEW 91,664 16,574 22.07 1,403,096
NATIONAL FUEL GAS CO N J COM 89,648 23,809 36.16 1,398,128
SCHLUMBERGER LTD COM 74,628 13,527 22.14 820,086
FULLER H B CO COM 68,703 18,551 36.99 1,632,679
XYLEM INC COM 60,953 1,287 2.16 1,669,953
CAMERON INTERNATIONAL CORP COM 52,723 51,234 3,441.84 1,017,819
COMMERCE BANCSHARES INC COM 48,832 22,561 85.88 1,095,877
EMERSON ELEC CO COM 43,144 43,144 New 707,858
MKS INSTRUMENT INC COM 41,919 5,304 14.49 1,113,092
JOHNSON & JOHNSON COM 36,896 36,896 New 364,842
PROASSURANCE CORP COM 35,004 -6,492 (15.65) 786,602
UNITED PARCEL SERVICE INC CL B 32,234 32,234 New 319,400
NORTHERN TR CORP COM 31,554 2,812 9.78 417,875
IMPERIAL OIL LTD COM NEW 30,683 2,547 9.05 786,136
AMERICAN SCIENCE & ENGR INC COM 26,905 -1,698 (5.94) 676,342
SYSCO CORP COM 19,749 -19,630 (49.85) 525,947
PRAXAIR INC COM 19,180 18,177 1,811.81 157,820
AVERY DENNISON CORP COM 17,824 -20,875 (53.94) 282,113
PATTERSON COMPANIES INC COM 16,174 -33,471 (67.42) 342,240