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) 942

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

Sector Weighting

Basic Materials 14.66%
Capital Goods 6.82%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.71%
Energy 12.68%
Financial 18.9%
Healthcare 5.63%
Services 9.97%
Technology 10.19%
Transportation
Utilities 6.73%

65 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AGL RES INC COM 625 625 New 12,595
ALTERA CORP COM -844 Sold Out 0
AMERICAN SCIENCE & ENGR INC COM 36,016 5,206 16.90 719,032
APTARGROUP INC COM 1,435 738 106.07 22,523
AVERY DENNISON CORP COM 32,868 -2,928 (8.18) 612,521
BANK HAWAII CORP COM 1,090 1,090 New 17,717
BECTON DICKINSON & CO COM 768 -1,862 (70.81) 5,272
CABOT MICROELECTRONICS CORP COM 15,476 -15,724 (50.4) 315,332
CAMERON INTERNATIONAL CORP COM 1,316 858 187.28 28,737
CHUBB CORP COM 1,423 -549 (27.84) 13,968
CLEAN HARBORS INC COM 19,671 -29,189 (59.74) 347,001
CNA FINL CORP COM 2,904 58 2.04 69,740
COMMERCE BANCSHARES INC COM 25,151 24,116 2,329.03 589,574
COMPASS MINERALS INTL INC COM 34,668 1,042 3.10 371,736
CONAGRA FOODS INC COM -17,026 Sold Out 0
CONSOLIDATED EDISON INC COM -5,475 Sold Out 0
CULLEN FROST BANKERS INC COM 1,341 1,341 New 19,255
DEERE & CO COM 724 14 2.00 8,166
DENTSPLY INTL INC NEW COM -2,213 Sold Out 0
DOVER CORP COM 1,003 429 74.67 14,232