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) 771

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

Sector Weighting

Basic Materials 15.12%
Capital Goods 5.61%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 12.05%
Energy 17.33%
Financial 13.52%
Healthcare 5.3%
Services 18.5%
Technology 8.91%
Transportation 0%
Utilities 1.72%

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 -420 Sold Out 0
DEVON ENERGY CORP NEW COM -465 Sold Out 0
EXELON CORP COM -17,166 Sold Out 0
HALLIBURTON CO COM -1,143 Sold Out 0
MEADWESTVACO CORP COM -989 Sold Out 0
NORFOLK SOUTHERN CORP COM -482 Sold Out 0
SOUTHERN CO COM -399 Sold Out 0
SOUTHWEST AIRLS CO COM -606 Sold Out 0
WESTAR ENERGY INC COM -658 Sold Out 0
RAYONIER ADVANCED MATLS INC COM 174 57 48.99 4,346
BECTON DICKINSON & CO COM 681 34 5.31 5,750
AUTOLIV INC COM 660 212 47.29 6,407
SMUCKER J M CO COM NEW 696 696 New 6,621
ROCKWELL COLLINS INC COM 570 -7,043 (92.52) 7,398
PRICE T ROWE GROUP INC COM 595 192 47.62 7,403
DOVER CORP COM 678 678 New 7,637
NATIONAL FUEL GAS CO N J COM 561 181 47.55 7,894
NORDSTROM INC COM 658 222 51.07 9,563
MURPHY OIL CORP COM 669 264 65.20 9,879
DEERE & CO COM 875 288 49.19 10,057