NUANCE INVESTMENTS, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 69
New Positions 11
Increased Positions 36
Decreased Positions 32
Positions with Activity 68
Sold Out Positions 16
Total Mkt Value (in $ millions) 482

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

Sector Weighting

Basic Materials 18.57%
Capital Goods 6.97%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 8.77%
Energy 19.62%
Financial 12.95%
Healthcare 3.83%
Services 11.48%
Technology 8.9%
Transportation 0.19%
Utilities 8.63%

68 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SYSCO CORP COM 53,851 28,961 116.35 1,481,455
GOLDCORP INC NEW COM 33,936 21,224 166.95 1,408,714
NORTHERN TR CORP COM 29,213 11,744 67.23 487,615
COMPASS MINERALS INTL INC COM 28,231 12,403 78.36 327,967
MOSAIC CO NEW COM 26,161 10,202 63.92 535,093
IMPERIAL OIL LTD COM NEW 25,028 3,270 15.03 526,462
XYLEM INC COM 24,778 -17,216 (41) 697,566
HILLSHIRE BRANDS CO COM 23,339 7,284 45.37 651,009
MKS INSTRUMENT INC COM 21,075 -227 (1.07) 742,066
AMERICAN SCIENCE & ENGR INC COM 20,561 -1,769 (7.92) 305,103
EXELON CORP COM 19,395 18,987 4,662.92 539,639
CAMERON INTERNATIONAL CORP COM 19,385 19,385 New 303,320
SOUTHWESTERN ENERGY CO COM 18,800 2,740 17.06 386,115
GREAT PLAINS ENERGY INC COM 18,573 8,960 93.20 696,677
KELLOGG CO COM 18,427 9,391 103.93 279,277
METLIFE INC COM 16,517 -520 (3.05) 322,918
EXXON MOBIL CORP COM 15,262 -1,754 (10.31) 151,209
SCHLUMBERGER LTD COM 14,386 6,750 88.40 141,313
STRYKER CORP COM 10,528 1,193 12.78 132,466
ROCKWELL COLLINS INC COM 7,823 1,466 23.06 98,862


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