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) 953

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

Sector Weighting

Basic Materials 14.58%
Capital Goods 6.7%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.66%
Energy 14.05%
Financial 18.79%
Healthcare 5.33%
Services 9.51%
Technology 9.77%
Transportation
Utilities 6.88%

65 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
PATTERSON COMPANIES INC COM 49,320 -54,982 (52.71) 1,050,476
KELLOGG CO COM 14,978 -39,225 (72.37) 232,609
GREAT PLAINS ENERGY INC COM 689 -33,845 (98) 25,834
MOSAIC CO NEW COM -29,932 Sold Out 0
CLEAN HARBORS INC COM 19,068 -28,293 (59.74) 347,001
KNOWLES CORP COM -23,920 Sold Out 0
SYSCO CORP COM 39,149 -22,164 (36.15) 1,048,726
MKS INSTRUMENT INC COM 31,977 -21,232 (39.9) 972,248
STRYKER CORP COM -21,218 Sold Out 0
CONAGRA FOODS INC COM -17,211 Sold Out 0
EXXON MOBIL CORP COM -15,556 Sold Out 0
CABOT MICROELECTRONICS CORP COM 15,240 -15,483 (50.4) 315,332
WATERS CORP COM 10,973 -13,051 (54.32) 88,199
CONSOLIDATED EDISON INC COM -5,488 Sold Out 0
XYLEM INC COM 57,443 -4,421 (7.15) 1,634,699
IMPERIAL OIL LTD COM NEW 32,122 -3,943 (10.93) 720,874
AVERY DENNISON CORP COM 31,281 -2,787 (8.18) 612,521
DENTSPLY INTL INC NEW COM -2,173 Sold Out 0
PROASSURANCE CORP COM 42,055 -2,018 (4.58) 932,491
BECTON DICKINSON & CO COM 746 -1,810 (70.81) 5,272


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