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) 930

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

Sector Weighting

Basic Materials 12.72%
Capital Goods 5.84%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 9.6%
Energy 8.24%
Financial 17.91%
Healthcare 9.22%
Services 15.98%
Technology 13.49%
Transportation
Utilities 1.73%

62 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AUTOLIV INC COM -625 Sold Out 0
DEERE & CO COM -841 Sold Out 0
FIRSTENERGY CORP COM -816 Sold Out 0
MURPHY OIL CORP COM -572 Sold Out 0
RAYONIER ADVANCED MATLS INC COM -133 Sold Out 0
SCHLUMBERGER LTD COM -30,495 Sold Out 0
SOUTHWESTERN ENERGY CO COM -480 Sold Out 0
WGL HLDGS INC COM -2,057 Sold Out 0
WOODWARD INC COM -1,517 Sold Out 0
CAPITOL FED FINL INC COM 637 -10,290 (94.17) 52,414
GREAT PLAINS ENERGY INC COM 1,296 -5,892 (81.97) 51,838
PORTLAND GEN ELEC CO COM NEW 655 -1,253 (65.66) 19,797
FAMILY DLR STORES INC COM 1,174 -846 (41.89) 14,902
CLEAN HARBORS INC COM 18,391 -12,079 (39.64) 322,813
CHUBB CORP COM 648 -325 (33.42) 7,034
ATWOOD OCEANICS INC COM 1,096 -538 (32.91) 25,419
REPUBLIC SVCS INC COM 725 -336 (31.64) 18,488
CAMERON INTERNATIONAL CORP COM 23,729 -8,238 (25.77) 338,499
EXXON MOBIL CORP COM 16,056 -3,233 (16.76) 165,319
METLIFE INC COM 25,599 -4,466 (14.86) 457,377