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) 768

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

Sector Weighting

Basic Materials 15.41%
Capital Goods 5.57%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 12.07%
Energy 17.33%
Financial 13.52%
Healthcare 5.25%
Services 18.44%
Technology 8.78%
Transportation 0%
Utilities 1.7%

65 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AGREE REALTY CORP COM -414 Sold Out 0
DEVON ENERGY CORP NEW COM -461 Sold Out 0
EXELON CORP COM -16,972 Sold Out 0
HALLIBURTON CO COM -1,143 Sold Out 0
MEADWESTVACO CORP COM -987 Sold Out 0
NORFOLK SOUTHERN CORP COM -481 Sold Out 0
SOUTHERN CO COM -398 Sold Out 0
SOUTHWEST AIRLS CO COM -618 Sold Out 0
WESTAR ENERGY INC COM -654 Sold Out 0
SOUTHWESTERN ENERGY CO COM 537 -15,236 (96.6) 13,135
ROCKWELL COLLINS INC COM 560 -6,918 (92.52) 7,398
GREAT PLAINS ENERGY INC COM 7,317 -10,413 (58.73) 287,517
ALTERA CORP COM 565 -678 (54.56) 16,876
STRYKER CORP COM 9,451 -1,205 (11.31) 117,491
GOLDCORP INC NEW COM 36,622 -3,104 (7.81) 1,298,655
ATWOOD OCEANICS INC COM 1,900 1,900 New 37,889
CABOT MICROELECTRONICS CORP COM 1,150 1,150 New 28,890
CHUBB CORP COM 947 947 New 10,565
CLEAN HARBORS INC COM 31,727 31,727 New 534,840
CONSOLIDATED EDISON INC COM 664 664 New 11,659