NUANCE INVESTMENTS, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 63
New Positions 10
Increased Positions 40
Decreased Positions 23
Positions with Activity 63
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,025

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

Sector Weighting

Basic Materials 10.87%
Capital Goods 7.21%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.16%
Energy 8.09%
Financial 10.95%
Healthcare 13.19%
Services 14.3%
Technology 14.23%
Transportation
Utilities 5.01%

63 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PATTERSON COMPANIES INC COM 108,390 29,562 37.50 2,221,554
XYLEM INC COM 68,237 13,125 23.81 1,760,497
SYSCO CORP COM 66,667 -12,174 (15.44) 1,642,450
FRANKS INTL N V COM 65,910 35,944 119.95 3,923,188
MKS INSTRUMENT INC COM 60,247 -24,686 (29.07) 1,617,808
KELLOGG CO COM 56,417 14,745 35.38 841,791
PROASSURANCE CORP COM 46,438 4,622 11.05 977,229
CLEAN HARBORS INC COM 42,577 26,630 166.99 861,885
GREAT PLAINS ENERGY INC COM 36,359 34,903 2,396.95 1,294,370
IMPERIAL OIL LTD COM NEW 35,668 4,022 12.71 809,360
AVERY DENNISON CORP COM 34,788 34,788 New 667,085
BOK FINL CORP COM NEW 34,508 20,743 150.69 566,540
AMERICAN SCIENCE & ENGR INC COM 31,745 4,808 17.85 615,100
COMPASS MINERALS INTL INC COM 31,542 -3,862 (10.91) 360,566
MOSAIC CO NEW COM 30,461 -12,710 (29.44) 660,466
CABOT MICROELECTRONICS CORP COM 30,316 28,177 1,317.13 635,698
SOUTHWESTERN ENERGY CO COM 29,981 29,981 New 1,053,437
KNOWLES CORP COM 26,300 15,300 139.09 1,144,477
FULLER H B CO COM 24,828 24,828 New 547,237
WATERS CORP COM 22,118 6,018 37.38 193,099


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