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) 1,014

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

Sector Weighting

Basic Materials 10.9%
Capital Goods 7.17%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.15%
Energy 8.28%
Financial 10.92%
Healthcare 13.33%
Services 14.51%
Technology 14.07%
Transportation
Utilities 4.93%

63 Activity 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 108,323 29,544 37.50 2,221,554
XYLEM INC COM 67,075 12,901 23.81 1,760,497
SYSCO CORP COM 66,913 -12,219 (15.44) 1,642,450
FRANKS INTL N V COM 66,106 36,051 119.95 3,923,188
MKS INSTRUMENT INC COM 58,848 -24,112 (29.07) 1,617,808
KELLOGG CO COM 55,575 14,525 35.38 841,791
PROASSURANCE CORP COM 45,685 4,547 11.05 977,229
CLEAN HARBORS INC COM 43,586 27,261 166.99 861,885
GREAT PLAINS ENERGY INC COM 35,388 33,971 2,396.95 1,294,370
IMPERIAL OIL LTD COM NEW 34,843 3,929 12.71 809,360
AVERY DENNISON CORP COM 34,075 34,075 New 667,085
BOK FINL CORP COM NEW 33,879 20,365 150.69 566,540
SOUTHWESTERN ENERGY CO COM 32,351 32,351 New 1,053,437
AMERICAN SCIENCE & ENGR INC COM 31,044 4,702 17.85 615,100
COMPASS MINERALS INTL INC COM 31,041 -3,801 (10.91) 360,566
MOSAIC CO NEW COM 29,860 -12,459 (29.44) 660,466
CABOT MICROELECTRONICS CORP COM 29,261 27,196 1,317.13 635,698
FULLER H B CO COM 23,799 23,799 New 547,237
KNOWLES CORP COM 22,558 13,123 139.09 1,144,477
WATERS CORP COM 22,063 6,003 37.38 193,099


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