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) 905

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

Sector Weighting

Basic Materials 12.43%
Capital Goods 5.81%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 9.99%
Energy 7.77%
Financial 17.77%
Healthcare 9.86%
Services 15.95%
Technology 14.12%
Transportation
Utilities 1.94%

62 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AUTOLIV INC COM -588 Sold Out 0
DEERE & CO COM -860 Sold Out 0
FIRSTENERGY CORP COM -866 Sold Out 0
MURPHY OIL CORP COM -520 Sold Out 0
RAYONIER ADVANCED MATLS INC COM -132 Sold Out 0
SCHLUMBERGER LTD COM -28,515 Sold Out 0
SOUTHWESTERN ENERGY CO COM -423 Sold Out 0
WGL HLDGS INC COM -2,246 Sold Out 0
WOODWARD INC COM -1,489 Sold Out 0
SMUCKER J M CO COM NEW 673 -15 (2.19) 6,476
CHUBB CORP COM 689 -346 (33.42) 7,034
PRICE T ROWE GROUP INC COM 629 39 6.52 7,886
DOVER CORP COM 633 26 4.26 7,962
ROCKWELL COLLINS INC COM 655 48 7.94 7,985
NATIONAL FUEL GAS CO N J COM 584 37 6.84 8,434
BECTON DICKINSON & CO COM 1,072 345 47.41 8,476
NORDSTROM INC COM 713 31 4.56 9,999
RAYONIER INC COM 457 24 5.63 13,773
FAMILY DLR STORES INC COM 1,158 -835 (41.89) 14,902
REPUBLIC SVCS INC COM 729 -337 (31.64) 18,488