NUANCE INVESTMENTS, LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 61
New Positions 7
Increased Positions 35
Decreased Positions 26
Positions with Activity 61
Sold Out Positions 6
Total Mkt Value (in $ millions) 976

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

Sector Weighting

Basic Materials 11.21%
Capital Goods 9.35%
Conglomerates
Consumer Cyclical 0.1%
Consumer/Non-Cyclical 3.46%
Energy 5.82%
Financial 10.51%
Healthcare 5.91%
Services 8.42%
Technology 12.29%
Transportation 5.31%
Utilities 16.55%

26 DECREASED Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FRANKS INTL N V COM 108,161 -3,209 (2.88) 6,607,281
FULLER H B CO COM 89,984 -2,813 (3.03) 1,999,210
EMERSON ELEC CO COM 56,747 -26,694 (31.99) 1,027,832
SCHLUMBERGER LTD COM 51,095 -9,942 (16.29) 643,513
BOK FINL CORP COM NEW 51,069 -1,643 (3.12) 854,003
UNITED PARCEL SERVICE INC CL B 37,361 -2,198 (5.56) 356,633
DIAGEO P L C SPON ADR NEW 31,633 -5,832 (15.57) 289,599
JOHNSON & JOHNSON COM 30,085 -14,157 (32) 266,833
MKS INSTRUMENT INC COM 25,935 -1,591 (5.78) 709,978
PRAXAIR INC COM 16,141 -6,528 (28.8) 137,490
NATIONAL WESTN LIFE GROUP INC CL A 13,216 -2,264 (14.63) 60,576
CABOT MICROELECTRONICS CORP COM 12,965 -1,299 (9.11) 309,861
XYLEM INC COM 11,133 -40,583 (78.47) 263,501
MSA SAFETY INC COM 10,307 -4,857 (32.03) 209,752
SYSCO CORP COM 3,799 -33,684 (89.87) 78,145
HELMERICH & PAYNE INC COM 2,028 -662 (24.62) 32,164
CHUBB LIMITED COM 1,349 -447 (24.87) 11,338
ITC HLDGS CORP COM 1,053 -968 (47.89) 23,689
APPLIED MATLS INC COM 903 -2,192 (70.84) 44,440
NORTHWEST NAT GAS CO COM 848 -1,088 (56.18) 16,207