NUANCE INVESTMENTS, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 62
New Positions 11
Increased Positions 43
Decreased Positions 19
Positions with Activity 62
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,024

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

Sector Weighting

Basic Materials 9.46%
Capital Goods 6.82%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.87%
Energy 14.8%
Financial 23.07%
Healthcare 5.43%
Services 3.56%
Technology 11.9%
Transportation 3.03%
Utilities 8.28%

62 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLUOR CORP NEW COM 1,338 705 111.44 25,280
FRANKLIN RES INC COM 1,333 748 127.89 27,096
AGL RES INC COM 1,300 704 117.92 27,447
TOWNEBANK PORTSMOUTH VA COM 1,045 -42 (3.84) 65,099
DEERE & CO COM 797 10 1.29 8,271
BANK HAWAII CORP COM 788 -395 (33.38) 11,803
BB&T CORP COM 777 777 New 19,231
SMUCKER J M CO COM NEW 774 8 1.11 7,116
BECTON DICKINSON & CO COM 763 9 1.14 5,332
KANSAS CITY LIFE INS CO COM 729 10 1.38 15,973
SMITH & NEPHEW PLC SPDN ADR NEW 695 10 1.40 20,437
CNA FINL CORP COM 694 -2,050 (74.71) 17,637
GREAT PLAINS ENERGY INC COM 688 47 7.41 27,748
SIMPSON MANUFACTURING CO INC COM 668 -403 (37.64) 19,660
FLOWSERVE CORP COM 639 9 1.48 12,182
CLEAN HARBORS INC COM -18,308 Sold Out 0
CORRECTIONS CORP AMER NEW COM NEW -981 Sold Out 0
GOLDCORP INC NEW COM -39,574 Sold Out 0
INNOPHOS HOLDINGS INC COM -988 Sold Out 0
ROCKWELL COLLINS INC COM -1,534 Sold Out 0