NUANCE INVESTMENTS, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 64
New Positions 9
Increased Positions 37
Decreased Positions 27
Positions with Activity 64
Sold Out Positions 7
Total Mkt Value (in $ millions) 961

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

Sector Weighting

Basic Materials 9.54%
Capital Goods 4.51%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.29%
Energy 13.43%
Financial 17.47%
Healthcare 6.58%
Services 6.48%
Technology 10.68%
Transportation 4.47%
Utilities 13.35%

9 New Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ITC HLDGS CORP COM 26,182 26,182 New 784,365
EXXON MOBIL CORP COM 23,345 23,345 New 311,889
CORRECTIONS CORP AMER NEW COM NEW 22,704 22,704 New 755,306
PORTLAND GEN ELEC CO COM NEW 3,262 3,262 New 92,863
NORTHWEST NAT GAS CO COM 1,593 1,593 New 36,048
HUB GROUP INC CL A 1,356 1,356 New 35,920
IDACORP INC COM 872 872 New 14,428
EQT CORP COM 667 667 New 8,663
NORFOLK SOUTHERN CORP COM 569 569 New 7,302