NUANCE INVESTMENTS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 62
New Positions 7
Increased Positions 37
Decreased Positions 25
Positions with Activity 62
Sold Out Positions 9
Total Mkt Value (in $ millions) 904

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

Sector Weighting

Basic Materials 12.54%
Capital Goods 5.65%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 9.7%
Energy 8.08%
Financial 17.9%
Healthcare 9.57%
Services 16.21%
Technology 13.49%
Transportation
Utilities 1.76%

62 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MKS INSTRUMENT INC COM 76,129 34,629 83.44 2,280,691
SYSCO CORP COM 73,713 -6,390 (7.98) 1,942,370
PATTERSON COMPANIES INC COM 66,936 37,190 125.03 1,615,641
NORTHERN TR CORP COM 65,236 17,230 35.89 958,930
TARGET CORP COM 51,115 20,940 69.40 815,496
XYLEM INC COM 50,463 12,077 31.46 1,421,883
CONAGRA FOODS INC COM 48,772 46,648 2,196.25 1,476,143
MOSAIC CO NEW COM 41,570 4,574 12.36 936,053
PROASSURANCE CORP COM 38,780 36,306 1,466.93 879,974
KELLOGG CO COM 38,302 1,738 4.75 621,788
GOLDCORP INC NEW COM 34,617 4,709 15.74 1,503,118
COMPASS MINERALS INTL INC COM 34,110 -971 (2.77) 404,718
IMPERIAL OIL LTD COM NEW 33,908 -4,078 (10.74) 718,093
FRANKS INTL N V COM 33,355 21,789 188.39 1,783,667
AMERICAN SCIENCE & ENGR INC COM 28,905 6,453 28.74 521,936
METLIFE INC COM 24,570 -4,287 (14.86) 457,377
CAMERON INTERNATIONAL CORP COM 22,470 -7,801 (25.77) 338,499
CLEAN HARBORS INC COM 17,406 -11,432 (39.64) 322,813
STRYKER CORP COM 16,681 7,193 75.82 206,573
EXXON MOBIL CORP COM 15,548 -3,130 (16.76) 165,319