NUANCE INVESTMENTS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 65
New Positions 11
Increased Positions 50
Decreased Positions 15
Positions with Activity 65
Sold Out Positions 9
Total Mkt Value (in $ millions) 766

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

Sector Weighting

Basic Materials 15.14%
Capital Goods 5.53%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 12.1%
Energy 17.36%
Financial 13.55%
Healthcare 5.28%
Services 18.46%
Technology 8.89%
Transportation 0%
Utilities 1.73%

65 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DEERE & CO COM 865 285 49.19 10,057
FIRSTENERGY CORP COM 764 191 33.43 23,564
SMUCKER J M CO COM NEW 689 689 New 6,621
BECTON DICKINSON & CO COM 683 34 5.31 5,750
DOVER CORP COM 673 673 New 7,637
CONSOLIDATED EDISON INC COM 673 673 New 11,659
MURPHY OIL CORP COM 667 263 65.20 9,879
NORDSTROM INC COM 660 223 51.07 9,563
AUTOLIV INC COM 659 212 47.29 6,407
PRICE T ROWE GROUP INC COM 594 192 47.62 7,403
ALTERA CORP COM 557 -669 (54.56) 16,876
ROCKWELL COLLINS INC COM 556 -6,878 (92.52) 7,398
NATIONAL FUEL GAS CO N J COM 551 178 47.55 7,894
SOUTHWESTERN ENERGY CO COM 537 -15,259 (96.6) 13,135
RAYONIER INC COM 462 152 49.02 13,039
RAYONIER ADVANCED MATLS INC COM 166 55 48.99 4,346
AGREE REALTY CORP COM -414 Sold Out 0
DEVON ENERGY CORP NEW COM -458 Sold Out 0
EXELON CORP COM -17,241 Sold Out 0
HALLIBURTON CO COM -1,131 Sold Out 0