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) 1,027

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

Sector Weighting

Basic Materials 10.79%
Capital Goods 7.2%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.17%
Energy 8.17%
Financial 10.95%
Healthcare 13.19%
Services 14.35%
Technology 14.16%
Transportation
Utilities 4.94%

63 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
URBAN OUTFITTERS INC COM 1,023 7 .73 29,494
KANSAS CITY LIFE INS CO COM 831 -3,112 (78.93) 17,355
NORDSTROM INC COM 794 7 .93 10,092
CORRECTIONS CORP AMER NEW COM NEW 782 12 1.53 20,626
ALTERA CORP COM 744 -389 (34.37) 19,704
SIMPSON MANUFACTURING CO INC COM 742 742 New 21,675
APTARGROUP INC COM 737 737 New 10,930
DEERE & CO COM 727 727 New 8,006
PRICE T ROWE GROUP INC COM 711 20 2.92 8,116
PRAXAIR INC COM 705 705 New 5,341
EMERSON ELEC CO COM 678 678 New 10,785
DOVER CORP COM 607 14 2.34 8,148
CAMERON INTERNATIONAL CORP COM 503 -16,523 (97.05) 10,003
RAYONIER INC COM 428 38 9.66 15,104
ATWOOD OCEANICS INC COM -769 Sold Out 0
CAPITOL FED FINL INC COM -672 Sold Out 0
ENDURANCE SPECIALTY HLDGS LTD SHS -1,133 Sold Out 0
FAMILY DLR STORES INC COM -1,179 Sold Out 0
METLIFE INC COM -25,160 Sold Out 0
PORTLAND GEN ELEC CO COM NEW -755 Sold Out 0