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) 921

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

Sector Weighting

Basic Materials 12.69%
Capital Goods 5.83%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 9.65%
Energy 8.16%
Financial 18.01%
Healthcare 9.25%
Services 15.97%
Technology 13.42%
Transportation
Utilities 1.74%

62 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALTERA CORP COM 1,083 474 77.90 30,023
AMERICAN SCIENCE & ENGR INC COM 29,803 6,653 28.74 521,936
ATWOOD OCEANICS INC COM 1,093 -536 (32.91) 25,419
AUTOLIV INC COM -619 Sold Out 0
BECTON DICKINSON & CO COM 956 307 47.41 8,476
BOK FINL CORP COM NEW 15,243 15,243 New 225,992
CABOT MICROELECTRONICS CORP COM 1,880 669 55.27 44,858
CAMERON INTERNATIONAL CORP COM 23,478 -8,151 (25.77) 338,499
CAPITOL FED FINL INC COM 634 -10,240 (94.17) 52,414
CHUBB CORP COM 646 -324 (33.42) 7,034
CLEAN HARBORS INC COM 18,165 -11,931 (39.64) 322,813
CNA FINL CORP COM 2,538 344 15.66 66,497
COMMERCE BANCSHARES INC COM 1,047 1,047 New 22,762
COMPASS MINERALS INTL INC COM 35,445 -1,009 (2.77) 404,718
CONAGRA FOODS INC COM 49,495 47,340 2,196.25 1,476,143
CONSOLIDATED EDISON INC COM 13,466 12,803 1,931.00 236,794
CORRECTIONS CORP AMER NEW COM NEW 701 701 New 20,316
DEERE & CO COM -842 Sold Out 0
DENTSPLY INTL INC NEW COM 1,955 111 6.01 42,461
DOVER CORP COM 669 27 4.26 7,962