NUANCE INVESTMENTS, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 65
New Positions 11
Increased Positions 32
Decreased Positions 33
Positions with Activity 65
Sold Out Positions 14
Total Mkt Value (in $ millions) 954

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

Sector Weighting

Basic Materials 14.35%
Capital Goods 6.78%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.64%
Energy 13.75%
Financial 18.96%
Healthcare 5.46%
Services 9.66%
Technology 9.85%
Transportation
Utilities 7.01%

65 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FRANKS INTL N V COM 119,608 45,852 62.17 6,362,126
BOK FINL CORP COM NEW 73,332 37,187 102.88 1,149,402
NATIONAL FUEL GAS CO N J COM 65,572 57,415 703.86 1,026,815
SCHLUMBERGER LTD COM 61,511 61,511 New 671,441
XYLEM INC COM 58,244 -4,482 (7.15) 1,634,699
FULLER H B CO COM 50,844 27,498 117.79 1,191,831
PATTERSON COMPANIES INC COM 50,622 -56,434 (52.71) 1,050,476
GOLDCORP INC NEW COM 46,495 24,650 112.84 2,445,830
PROASSURANCE CORP COM 42,335 -2,031 (4.58) 932,491
SYSCO CORP COM 39,778 -22,520 (36.15) 1,048,726
SOUTHWESTERN ENERGY CO COM 36,046 8,888 32.73 1,398,205
MKS INSTRUMENT INC COM 34,943 -23,201 (39.9) 972,248
COMPASS MINERALS INTL INC COM 32,880 988 3.10 371,736
AMERICAN SCIENCE & ENGR INC COM 32,536 4,703 16.90 719,032
IMPERIAL OIL LTD COM NEW 32,129 -3,944 (10.93) 720,874
AVERY DENNISON CORP COM 31,796 -2,832 (8.18) 612,521
NORTHERN TR CORP COM 27,824 10,834 63.76 380,634
COMMERCE BANCSHARES INC COM 25,157 24,121 2,329.03 589,574
CLEAN HARBORS INC COM 19,411 -28,803 (59.74) 347,001
CABOT MICROELECTRONICS CORP COM 15,609 -15,858 (50.4) 315,332