NUANCE INVESTMENTS, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 63
New Positions 10
Increased Positions 40
Decreased Positions 23
Positions with Activity 63
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,026

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

Sector Weighting

Basic Materials 10.94%
Capital Goods 7.24%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.16%
Energy 8.08%
Financial 10.66%
Healthcare 13.17%
Services 14.37%
Technology 14.3%
Transportation
Utilities 5.06%

40 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PATTERSON COMPANIES INC COM 108,323 29,544 37.50 2,221,554
XYLEM INC COM 68,571 13,189 23.81 1,760,497
FRANKS INTL N V COM 65,282 35,602 119.95 3,923,188
KELLOGG CO COM 56,408 14,742 35.38 841,791
PROASSURANCE CORP COM 43,575 4,337 11.05 977,229
CLEAN HARBORS INC COM 43,060 26,932 166.99 861,885
GREAT PLAINS ENERGY INC COM 36,825 35,350 2,396.95 1,294,370
IMPERIAL OIL LTD COM NEW 35,474 4,000 12.71 809,360
AVERY DENNISON CORP COM 35,102 35,102 New 667,085
BOK FINL CORP COM NEW 34,434 20,699 150.69 566,540
AMERICAN SCIENCE & ENGR INC COM 32,127 4,866 17.85 615,100
CABOT MICROELECTRONICS CORP COM 30,901 28,721 1,317.13 635,698
SOUTHWESTERN ENERGY CO COM 30,202 30,202 New 1,053,437
KNOWLES CORP COM 27,158 15,799 139.09 1,144,477
FULLER H B CO COM 24,905 24,905 New 547,237
WATERS CORP COM 22,081 6,008 37.38 193,099
STRYKER CORP COM 21,938 2,182 11.04 229,383
EXXON MOBIL CORP COM 16,680 1,270 8.24 178,946
NATIONAL FUEL GAS CO N J COM 9,017 8,421 1,414.53 127,735
HCC INS HLDGS INC COM 3,106 45 1.46 57,303


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