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) 974

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

Sector Weighting

Basic Materials 10.81%
Capital Goods 7.12%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.27%
Energy 8.18%
Financial 11.1%
Healthcare 13.36%
Services 14.61%
Technology 14.25%
Transportation
Utilities 4.96%

63 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STRYKER CORP COM 20,823 2,071 11.04 229,383
GOLDCORP INC NEW COM 19,662 -6,056 (23.55) 1,149,159
CONAGRA FOODS INC COM 16,865 -37,088 (68.74) 461,418
EXXON MOBIL CORP COM 15,463 1,178 8.24 178,946
NORTHERN TR CORP COM 15,045 -47,026 (75.76) 232,428
NATIONAL FUEL GAS CO N J COM 8,431 7,874 1,414.53 127,735
CONSOLIDATED EDISON INC COM 5,776 -9,412 (61.97) 90,060
HCC INS HLDGS INC COM 2,992 43 1.46 57,303
CNA FINL CORP COM 2,536 69 2.78 68,343
BECTON DICKINSON & CO COM 2,420 1,284 113.05 18,058
DENTSPLY INTL INC NEW COM 2,287 37 1.63 43,153
LINDSAY CORP COM 2,262 2,262 New 26,668
CHUBB CORP COM 1,963 1,250 175.21 19,358
FRANKLIN RES INC COM 1,960 418 27.07 36,737
TOWNEBANK PORTSMOUTH VA COM 1,795 -763 (29.83) 119,186
KENNAMETAL INC COM 1,331 1,331 New 39,622
ROCKWELL COLLINS INC COM 1,209 549 83.09 14,620
STATE STR CORP COM 1,033 -477 (31.57) 13,797
COMMERCE BANCSHARES INC COM 1,023 16 1.56 24,272
INNOPHOS HOLDINGS INC COM 971 -974 (50.06) 18,150