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) 950

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

Sector Weighting

Basic Materials 15.54%
Capital Goods 6.83%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.66%
Energy 12.71%
Financial 18.24%
Healthcare 5.7%
Services 9.91%
Technology 10.41%
Transportation
Utilities 7.1%

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 52,603 -58,642 (52.71) 1,050,476
KELLOGG CO COM 14,999 -39,280 (72.37) 232,609
MOSAIC CO NEW COM -35,176 Sold Out 0
GREAT PLAINS ENERGY INC COM 687 -33,756 (98) 25,834
CLEAN HARBORS INC COM 19,324 -28,674 (59.74) 347,001
SYSCO CORP COM 40,890 -23,149 (36.15) 1,048,726
MKS INSTRUMENT INC COM 34,379 -22,827 (39.9) 972,248
KNOWLES CORP COM -21,917 Sold Out 0
STRYKER CORP COM -21,734 Sold Out 0
CABOT MICROELECTRONICS CORP COM 16,337 -16,598 (50.4) 315,332
CONAGRA FOODS INC COM -16,140 Sold Out 0
EXXON MOBIL CORP COM -15,844 Sold Out 0
WATERS CORP COM 10,617 -12,628 (54.32) 88,199
CONSOLIDATED EDISON INC COM -5,686 Sold Out 0
XYLEM INC COM 58,359 -4,491 (7.15) 1,634,699
IMPERIAL OIL LTD COM NEW 27,855 -3,419 (10.93) 720,874
AVERY DENNISON CORP COM 32,801 -2,922 (8.18) 612,521
DENTSPLY INTL INC NEW COM -2,288 Sold Out 0
PROASSURANCE CORP COM 41,953 -2,013 (4.58) 932,491
BECTON DICKINSON & CO COM 774 -1,876 (70.81) 5,272