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) 1,032

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

Sector Weighting

Basic Materials 11.19%
Capital Goods 7.09%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.93%
Energy 9.12%
Financial 10.95%
Healthcare 12.49%
Services 13.77%
Technology 13.61%
Transportation
Utilities 4.74%

63 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WATERS CORP COM 22,369 6,086 37.38 193,099
STRYKER CORP COM 20,670 2,055 11.04 229,383
EXXON MOBIL CORP COM 17,324 1,319 8.24 178,946
CONAGRA FOODS INC COM 16,385 -36,033 (68.74) 461,418
NORTHERN TR CORP COM 15,787 -49,344 (75.76) 232,428
NATIONAL FUEL GAS CO N J COM 8,922 8,333 1,414.53 127,735
CONSOLIDATED EDISON INC COM 5,617 -9,152 (61.97) 90,060
HCC INS HLDGS INC COM 3,027 44 1.46 57,303
CNA FINL CORP COM 2,665 72 2.78 68,343
BECTON DICKINSON & CO COM 2,354 1,249 113.05 18,058
DENTSPLY INTL INC NEW COM 2,326 37 1.63 43,153
LINDSAY CORP COM 2,319 2,319 New 26,668
FRANKLIN RES INC COM 2,094 446 27.07 36,737
CHUBB CORP COM 1,983 1,262 175.21 19,358
TOWNEBANK PORTSMOUTH VA COM 1,729 -735 (29.83) 119,186
KENNAMETAL INC COM 1,596 1,596 New 39,622
ROCKWELL COLLINS INC COM 1,235 561 83.09 14,620
STATE STR CORP COM 1,056 -487 (31.57) 13,797
COMMERCE BANCSHARES INC COM 1,043 16 1.56 23,116
INNOPHOS HOLDINGS INC COM 1,008 -1,011 (50.06) 18,150


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