NUANCE INVESTMENTS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 62
New Positions 7
Increased Positions 37
Decreased Positions 25
Positions with Activity 62
Sold Out Positions 9
Total Mkt Value (in $ millions) 936

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

Sector Weighting

Basic Materials 12.79%
Capital Goods 5.81%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 9.53%
Energy 8.28%
Financial 17.92%
Healthcare 9.24%
Services 15.9%
Technology 13.49%
Transportation
Utilities 1.71%

62 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
SCHLUMBERGER LTD COM -30,867 Sold Out 0
CLEAN HARBORS INC COM 18,446 -12,115 (39.64) 322,813
CAPITOL FED FINL INC COM 643 -10,375 (94.17) 52,414
CAMERON INTERNATIONAL CORP COM 23,881 -8,291 (25.77) 338,499
SYSCO CORP COM 73,810 -6,398 (7.98) 1,942,370
GREAT PLAINS ENERGY INC COM 1,286 -5,845 (81.97) 51,838
METLIFE INC COM 25,563 -4,460 (14.86) 457,377
IMPERIAL OIL LTD COM NEW 36,565 -4,398 (10.74) 718,093
EXXON MOBIL CORP COM 15,971 -3,216 (16.76) 165,319
WGL HLDGS INC COM -2,056 Sold Out 0
WOODWARD INC COM -1,540 Sold Out 0
PORTLAND GEN ELEC CO COM NEW 653 -1,250 (65.66) 19,797
COMPASS MINERALS INTL INC COM 36,117 -1,028 (2.77) 404,718
DEERE & CO COM -846 Sold Out 0
FAMILY DLR STORES INC COM 1,172 -845 (41.89) 14,902
FIRSTENERGY CORP COM -808 Sold Out 0
AUTOLIV INC COM -638 Sold Out 0
MURPHY OIL CORP COM -570 Sold Out 0
ATWOOD OCEANICS INC COM 1,110 -545 (32.91) 25,419
SOUTHWESTERN ENERGY CO COM -489 Sold Out 0