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) 773

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

Sector Weighting

Basic Materials 15.5%
Capital Goods 5.61%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 12.04%
Energy 17.16%
Financial 13.31%
Healthcare 5.28%
Services 18.41%
Technology 8.91%
Transportation 0%
Utilities 1.75%

65 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
EXELON CORP COM -18,520 Sold Out 0
SOUTHWESTERN ENERGY CO COM 578 -16,422 (96.6) 13,135
GREAT PLAINS ENERGY INC COM 7,590 -10,802 (58.73) 287,517
ROCKWELL COLLINS INC COM 579 -7,164 (92.52) 7,398
GOLDCORP INC NEW COM 36,155 -3,064 (7.81) 1,298,655
STRYKER CORP COM 9,861 -1,257 (11.31) 117,491
HALLIBURTON CO COM -1,085 Sold Out 0
MEADWESTVACO CORP COM -968 Sold Out 0
ALTERA CORP COM 597 -717 (54.56) 16,876
WESTAR ENERGY INC COM -660 Sold Out 0
SOUTHWEST AIRLS CO COM -564 Sold Out 0
DEVON ENERGY CORP NEW COM -460 Sold Out 0
NORFOLK SOUTHERN CORP COM -459 Sold Out 0
AGREE REALTY CORP COM -419 Sold Out 0
SOUTHERN CO COM -396 Sold Out 0
BECTON DICKINSON & CO COM 689 35 5.31 5,750
RAYONIER ADVANCED MATLS INC COM 178 58 48.99 4,346
RAYONIER INC COM 457 150 49.02 13,039
NATIONAL FUEL GAS CO N J COM 601 194 47.55 7,894
FIRSTENERGY CORP COM 780 195 33.43 23,564