NUANCE INVESTMENTS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 65
New Positions 11
Increased Positions 50
Decreased Positions 15
Positions with Activity 65
Sold Out Positions 9
Total Mkt Value (in $ millions) 766

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

Sector Weighting

Basic Materials 15.14%
Capital Goods 5.53%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 12.1%
Energy 17.36%
Financial 13.55%
Healthcare 5.28%
Services 18.46%
Technology 8.89%
Transportation 0%
Utilities 1.73%

65 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SYSCO CORP COM 77,296 23,045 42.48 2,110,751
HILLSHIRE BRANDS CO COM 51,217 10,340 25.30 815,684
NORTHERN TR CORP COM 47,407 14,649 44.72 705,664
IMPERIAL OIL LTD COM NEW 42,435 14,664 52.81 804,460
MKS INSTRUMENT INC COM 39,785 16,038 67.54 1,243,267
MOSAIC CO NEW COM 39,537 14,141 55.68 833,051
XYLEM INC COM 39,434 14,001 55.05 1,081,582
KELLOGG CO COM 38,843 20,567 112.54 593,571
GOLDCORP INC NEW COM 36,934 -3,130 (7.81) 1,298,655
COMPASS MINERALS INTL INC COM 36,392 7,718 26.92 416,240
CAMERON INTERNATIONAL CORP COM 33,727 11,293 50.34 456,013
SCHLUMBERGER LTD COM 33,060 17,248 109.09 295,466
CLEAN HARBORS INC COM 31,523 31,523 New 534,840
METLIFE INC COM 29,443 11,744 66.35 537,177
TARGET CORP COM 29,029 29,029 New 481,413
PATTERSON COMPANIES INC COM 28,475 21,455 305.63 717,981
AMERICAN SCIENCE & ENGR INC COM 26,595 6,580 32.88 405,414
EXXON MOBIL CORP COM 20,728 4,947 31.34 198,603
FRANKS INTL N V COM 14,163 14,163 New 618,483
CAPITOL FED FINL INC COM 10,613 3,426 47.67 898,664