NUANCE INVESTMENTS, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 65
New Positions 11
Increased Positions 32
Decreased Positions 33
Positions with Activity 65
Sold Out Positions 14
Total Mkt Value (in $ millions) 954

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

Sector Weighting

Basic Materials 14.35%
Capital Goods 6.78%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.64%
Energy 13.75%
Financial 18.96%
Healthcare 5.46%
Services 9.66%
Technology 9.85%
Transportation
Utilities 7.01%

65 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BECTON DICKINSON & CO COM 761 -1,845 (70.81) 5,272
KANSAS CITY LIFE INS CO COM 726 -74 (9.22) 15,755
DEERE & CO COM 722 14 2.00 8,166
SMITH & NEPHEW PLC SPDN ADR NEW 721 721 New 20,155
FLUOR CORP NEW COM 719 719 New 11,956
WOODWARD INC COM 710 710 New 14,641
GREAT PLAINS ENERGY INC COM 694 -34,086 (98) 25,834
FLOWSERVE CORP COM 680 680 New 12,004
AGL RES INC COM 648 648 New 12,595
LINDSAY CORP COM 616 -1,436 (69.98) 8,006
FRANKLIN RES INC COM 616 -1,287 (67.64) 11,890
ALTERA CORP COM -806 Sold Out 0
CONAGRA FOODS INC COM -17,312 Sold Out 0
CONSOLIDATED EDISON INC COM -5,629 Sold Out 0
DENTSPLY INTL INC NEW COM -2,262 Sold Out 0
EMERSON ELEC CO COM -622 Sold Out 0
EXXON MOBIL CORP COM -15,563 Sold Out 0
KENNAMETAL INC COM -1,384 Sold Out 0
KNOWLES CORP COM -22,981 Sold Out 0
MOSAIC CO NEW COM -29,714 Sold Out 0