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) 769

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

Sector Weighting

Basic Materials 15.46%
Capital Goods 5.6%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 12.09%
Energy 16.95%
Financial 13.38%
Healthcare 5.29%
Services 18.53%
Technology 8.97%
Transportation 0%
Utilities 1.76%

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 78,034 23,265 42.48 2,110,751
HILLSHIRE BRANDS CO COM 51,209 10,338 25.30 815,684
NORTHERN TR CORP COM 45,452 14,045 44.72 705,664
IMPERIAL OIL LTD COM NEW 42,395 14,650 52.81 804,460
XYLEM INC COM 40,127 14,247 55.05 1,081,582
COMPASS MINERALS INTL INC COM 39,630 8,404 26.92 416,240
MOSAIC CO NEW COM 39,378 14,084 55.68 833,051
MKS INSTRUMENT INC COM 39,287 15,838 67.54 1,243,267
KELLOGG CO COM 39,146 20,728 112.54 593,571
GOLDCORP INC NEW COM 36,908 -3,128 (7.81) 1,298,655
SCHLUMBERGER LTD COM 33,890 17,681 109.09 295,466
CLEAN HARBORS INC COM 32,395 32,395 New 534,840
CAMERON INTERNATIONAL CORP COM 30,868 10,336 50.34 456,013
METLIFE INC COM 29,942 11,943 66.35 537,177
TARGET CORP COM 28,885 28,885 New 481,413
PATTERSON COMPANIES INC COM 28,209 21,255 305.63 717,981
AMERICAN SCIENCE & ENGR INC COM 27,820 6,883 32.88 405,414
EXXON MOBIL CORP COM 20,206 4,822 31.34 198,603
FRANKS INTL N V COM 14,312 14,312 New 618,483
CAPITOL FED FINL INC COM 10,770 3,477 47.67 898,664


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