NUANCE INVESTMENTS, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 64
New Positions 9
Increased Positions 37
Decreased Positions 27
Positions with Activity 64
Sold Out Positions 7
Total Mkt Value (in $ millions) 946

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

Sector Weighting

Basic Materials 9.4%
Capital Goods 4.42%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.25%
Energy 13.83%
Financial 17.36%
Healthcare 6.42%
Services 6.36%
Technology 10.67%
Transportation 4.36%
Utilities 13.22%

64 Activity Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NATIONAL FUEL GAS CO N J COM 91,371 17,340 23.42 1,725,613
FRANKS INTL N V COM 82,511 -13,228 (13.82) 5,105,881
FULLER H B CO COM 60,746 3,733 6.55 1,739,578
BOK FINL CORP COM NEW 55,407 -29,550 (34.78) 915,067
CAMERON INTERNATIONAL CORP COM 47,093 -19,320 (29.09) 721,729
EMERSON ELEC CO COM 45,172 12,419 37.92 976,265
CHUBB CORP COM 40,154 38,446 2,250.83 336,921
SCHLUMBERGER LTD COM 40,088 -21,763 (35.19) 531,531
UNITED PARCEL SERVICE INC CL B 39,390 8,983 29.54 413,756
SYSCO CORP COM 38,426 17,872 86.95 983,257
JOHNSON & JOHNSON COM 38,294 4,696 13.98 415,834
XYLEM INC COM 35,651 -16,335 (31.42) 1,145,218
DIAGEO P L C SPON ADR NEW 33,481 21,818 187.09 323,953
COMMERCE BANCSHARES INC COM 30,734 -16,268 (34.61) 716,579
AMERICAN SCIENCE & ENGR INC COM 27,926 2,131 8.26 732,206
ITC HLDGS CORP COM 25,060 25,060 New 784,365
EXXON MOBIL CORP COM 22,481 22,481 New 311,889
MKS INSTRUMENT INC COM 22,258 -14,196 (38.94) 679,627
CORRECTIONS CORP AMER NEW COM NEW 21,730 21,730 New 755,306
PRAXAIR INC COM 21,681 5,523 34.18 211,765