NUANCE INVESTMENTS, LLC Information

4200 W. 115TH STREET, LEAWOOD, Kansas, 66211, (913) 647-9700

Report Date: 09/30/2014

Position Statistics

Total Positions 63
New Positions 10
Increased Positions 40
Decreased Positions 23
Positions with Activity 63
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,010

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

Sector Weighting

Basic Materials 11.72%
Capital Goods 6.68%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.41%
Energy 7.35%
Financial 10.53%
Healthcare 13.84%
Services 14.55%
Technology 13.75%
Transportation
Utilities 5.32%

63 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALTERA CORP COM 675 -354 (34.37) 19,704
AMERICAN SCIENCE & ENGR INC COM 29,574 4,479 17.85 615,100
APTARGROUP INC COM 697 697 New 10,930
ATWOOD OCEANICS INC COM -731 Sold Out 0
AVERY DENNISON CORP COM 35,075 35,075 New 667,085
BECTON DICKINSON & CO COM 2,590 1,374 113.05 18,058
BOK FINL CORP COM NEW 31,738 19,077 150.69 566,540
CABOT MICROELECTRONICS CORP COM 29,751 27,651 1,317.13 635,698
CAMERON INTERNATIONAL CORP COM 439 -14,408 (97.05) 10,003
CAPITOL FED FINL INC COM -661 Sold Out 0
CHUBB CORP COM 2,007 1,278 175.21 19,358
CLEAN HARBORS INC COM 41,862 26,183 166.99 861,885
CNA FINL CORP COM 2,605 70 2.78 68,343
COMMERCE BANCSHARES INC COM 1,009 15 1.56 24,272
COMPASS MINERALS INTL INC COM 32,757 -4,011 (10.91) 360,566
CONAGRA FOODS INC COM 16,962 -37,301 (68.74) 461,418
CONSOLIDATED EDISON INC COM 6,338 -10,326 (61.97) 90,060
CORRECTIONS CORP AMER NEW COM NEW 802 12 1.53 20,626
DEERE & CO COM 707 707 New 8,006
DENTSPLY INTL INC NEW COM 2,196 35 1.63 43,153


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