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) 1,032

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

Sector Weighting

Basic Materials 11.19%
Capital Goods 7.09%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.93%
Energy 9.12%
Financial 10.95%
Healthcare 12.49%
Services 13.77%
Technology 13.61%
Transportation
Utilities 4.74%

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 716 -375 (34.37) 19,704
AMERICAN SCIENCE & ENGR INC COM 29,242 4,429 17.85 615,100
APTARGROUP INC COM 712 712 New 10,930
ATWOOD OCEANICS INC COM -973 Sold Out 0
AVERY DENNISON CORP COM 32,200 32,200 New 667,085
BECTON DICKINSON & CO COM 2,354 1,249 113.05 18,058
BOK FINL CORP COM NEW 37,749 22,691 150.69 566,540
CABOT MICROELECTRONICS CORP COM 29,808 27,704 1,317.13 635,698
CAMERON INTERNATIONAL CORP COM 601 -19,729 (97.05) 10,003
CAPITOL FED FINL INC COM -655 Sold Out 0
CHUBB CORP COM 1,983 1,262 175.21 19,358
CLEAN HARBORS INC COM 42,267 26,436 166.99 861,885
CNA FINL CORP COM 2,665 72 2.78 68,343
COMMERCE BANCSHARES INC COM 1,043 16 1.56 23,116
COMPASS MINERALS INTL INC COM 32,952 -4,035 (10.91) 360,566
CONAGRA FOODS INC COM 16,385 -36,033 (68.74) 461,418
CONSOLIDATED EDISON INC COM 5,617 -9,152 (61.97) 90,060
CORRECTIONS CORP AMER NEW COM NEW 743 11 1.53 20,626
DEERE & CO COM 697 697 New 8,006
DENTSPLY INTL INC NEW COM 2,326 37 1.63 43,153


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