NUANCE INVESTMENTS, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 65
New Positions 11
Increased Positions 32
Decreased Positions 33
Positions with Activity 65
Sold Out Positions 14
Total Mkt Value (in $ millions) 962

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

Sector Weighting

Basic Materials 14.01%
Capital Goods 6.89%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.61%
Energy 13.88%
Financial 18.94%
Healthcare 5.16%
Services 9.65%
Technology 9.2%
Transportation
Utilities 7%

33 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
XYLEM INC COM 59,895 -4,609 (7.15) 1,634,699
PATTERSON COMPANIES INC COM 48,217 -53,752 (52.71) 1,050,476
PROASSURANCE CORP COM 42,307 -2,030 (4.58) 932,491
SYSCO CORP COM 37,880 -21,445 (36.15) 1,048,726
AVERY DENNISON CORP COM 34,834 -3,103 (8.18) 612,521
MKS INSTRUMENT INC COM 34,097 -22,640 (39.9) 972,248
IMPERIAL OIL LTD COM NEW 30,832 -3,785 (10.93) 720,874
CLEAN HARBORS INC COM 19,054 -28,272 (59.74) 347,001
CABOT MICROELECTRONICS CORP COM 14,827 -15,064 (50.4) 315,332
KELLOGG CO COM 14,696 -38,488 (72.37) 232,609
WATERS CORP COM 11,262 -13,395 (54.32) 88,199
HCC INS HLDGS INC COM 1,524 -1,774 (53.79) 26,479
CHUBB CORP COM 1,390 -536 (27.84) 13,968
TOWNEBANK PORTSMOUTH VA COM 1,087 -827 (43.2) 67,696
BECTON DICKINSON & CO COM 749 -1,816 (70.81) 5,272
KANSAS CITY LIFE INS CO COM 703 -71 (9.22) 15,755
GREAT PLAINS ENERGY INC COM 671 -32,944 (98) 25,834
FRANKLIN RES INC COM 621 -1,297 (67.64) 11,890
LINDSAY CORP COM 620 -1,445 (69.98) 8,006
ALTERA CORP COM -879 Sold Out 0