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) 985

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

Sector Weighting

Basic Materials 9.54%
Capital Goods 6.68%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.98%
Energy 14.84%
Financial 23.36%
Healthcare 5.67%
Services 3.67%
Technology 11.73%
Transportation 3.24%
Utilities 8.25%

62 Activity 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 98,939 -7,309 (6.88) 5,924,474
BOK FINL CORP COM NEW 91,229 16,495 22.07 1,403,096
NATIONAL FUEL GAS CO N J COM 77,764 20,652 36.16 1,398,128
SCHLUMBERGER LTD COM 67,657 12,263 22.14 820,086
FULLER H B CO COM 64,066 17,299 36.99 1,632,679
XYLEM INC COM 58,081 1,226 2.16 1,669,953
COMMERCE BANCSHARES INC COM 51,210 23,660 85.88 1,095,877
CAMERON INTERNATIONAL CORP COM 50,647 49,217 3,441.84 1,017,819
MKS INSTRUMENT INC COM 39,359 4,980 14.49 1,113,092
PROASSURANCE CORP COM 37,560 -6,966 (15.65) 786,602
EMERSON ELEC CO COM 36,667 36,667 New 707,858
JOHNSON & JOHNSON COM 36,127 36,127 New 364,842
NORTHERN TR CORP COM 31,967 2,849 9.78 417,875
UNITED PARCEL SERVICE INC CL B 31,921 31,921 New 319,400
AMERICAN SCIENCE & ENGR INC COM 29,806 -1,881 (5.94) 676,342
IMPERIAL OIL LTD COM NEW 27,829 2,310 9.05 786,136
SYSCO CORP COM 18,945 -18,831 (49.85) 525,947
PRAXAIR INC COM 18,209 17,257 1,811.81 157,820
AVERY DENNISON CORP COM 17,246 -20,198 (53.94) 282,113
PATTERSON COMPANIES INC COM 16,657 -34,470 (67.42) 342,240