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) 775

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

Sector Weighting

Basic Materials 15.46%
Capital Goods 5.62%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 12.01%
Energy 17.18%
Financial 13.29%
Healthcare 5.25%
Services 18.49%
Technology 8.94%
Transportation 0%
Utilities 1.74%

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 -418 Sold Out 0
ALTERA CORP COM 596 -716 (54.56) 16,876
AMERICAN SCIENCE & ENGR INC COM 27,751 6,866 32.88 405,414
ATWOOD OCEANICS INC COM 1,924 1,924 New 37,889
AUTOLIV INC COM 682 219 47.29 6,407
BECTON DICKINSON & CO COM 687 35 5.31 5,750
CABOT MICROELECTRONICS CORP COM 1,313 1,313 New 28,890
CAMERON INTERNATIONAL CORP COM 31,479 10,540 50.34 456,013
CAPITOL FED FINL INC COM 10,784 3,481 47.67 898,664
CHUBB CORP COM 987 987 New 10,565
CLEAN HARBORS INC COM 32,807 32,807 New 534,840
CNA FINL CORP COM 2,314 739 46.92 57,496
COMPASS MINERALS INTL INC COM 39,992 8,481 26.92 416,240
CONAGRA FOODS INC COM 1,965 1,413 256.15 64,285
CONSOLIDATED EDISON INC COM 658 658 New 11,659
DEERE & CO COM 897 296 49.19 10,057
DENTSPLY INTL INC NEW COM 1,906 1,906 New 40,053
DEVON ENERGY CORP NEW COM -467 Sold Out 0
DOVER CORP COM 684 684 New 7,637
ENDURANCE SPECIALTY HLDGS LTD SHS 915 562 159.28 17,553