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) 480

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

Sector Weighting

Basic Materials 18.47%
Capital Goods 6.97%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 8.87%
Energy 19.59%
Financial 12.97%
Healthcare 3.81%
Services 11.43%
Technology 8.92%
Transportation 0.19%
Utilities 8.68%

36 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SYSCO CORP COM 53,377 28,706 116.35 1,481,455
GOLDCORP INC NEW COM 33,246 20,792 166.95 1,408,714
NORTHERN TR CORP COM 28,959 11,642 67.23 487,615
COMPASS MINERALS INTL INC COM 28,153 12,369 78.36 327,967
MOSAIC CO NEW COM 26,070 10,166 63.92 535,093
IMPERIAL OIL LTD COM NEW 24,870 3,249 15.03 526,462
HILLSHIRE BRANDS CO COM 23,508 7,337 45.37 651,009
EXELON CORP COM 19,459 19,051 4,662.92 539,639
CAMERON INTERNATIONAL CORP COM 19,285 19,285 New 303,320
SOUTHWESTERN ENERGY CO COM 18,893 2,753 17.06 386,115
GREAT PLAINS ENERGY INC COM 18,559 8,953 93.20 696,677
KELLOGG CO COM 18,527 9,442 103.93 279,277
SCHLUMBERGER LTD COM 14,119 6,625 88.40 141,313
STRYKER CORP COM 10,436 1,183 12.78 132,466
ROCKWELL COLLINS INC COM 7,857 1,472 23.06 98,862
TOWNEBANK PORTSMOUTH VA COM 1,805 691 62.07 116,067
KANSAS CITY LIFE INS CO COM 1,765 219 14.18 40,717
CNA FINL CORP COM 1,666 3 .21 39,135
HCC INS HLDGS INC COM 1,552 808 108.46 34,187
ALTERA CORP COM 1,280 1,280 New 37,140