NUANCE INVESTMENTS, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 62
New Positions 11
Increased Positions 43
Decreased Positions 19
Positions with Activity 62
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,049

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

Sector Weighting

Basic Materials 9.61%
Capital Goods 6.7%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.76%
Energy 15.36%
Financial 21.37%
Healthcare 5.36%
Services 3.57%
Technology 11.64%
Transportation 3.09%
Utilities 9.01%

62 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
CLEAN HARBORS INC COM -19,724 Sold Out 0
CORRECTIONS CORP AMER NEW COM NEW -1,039 Sold Out 0
GOLDCORP INC NEW COM -44,832 Sold Out 0
INNOPHOS HOLDINGS INC COM -959 Sold Out 0
ROCKWELL COLLINS INC COM -1,619 Sold Out 0
SOUTHWESTERN ENERGY CO COM -38,059 Sold Out 0
WATERS CORP COM -11,756 Sold Out 0
BECTON DICKINSON & CO COM 757 9 1.14 5,332
SMUCKER J M CO COM NEW 857 9 1.11 7,116
DEERE & CO COM 772 10 1.29 8,271
NATIONAL WESTN LIFE INS CO CL A 2,723 2,723 New 11,371
BANK HAWAII CORP COM 749 -375 (33.38) 11,803
M & T BK CORP COM 1,491 1,491 New 12,108
FLOWSERVE CORP COM 696 10 1.48 12,182
CHUBB CORP COM 1,409 36 2.61 14,332
KANSAS CITY LIFE INS CO COM 706 10 1.38 15,973
CNA FINL CORP COM 686 -2,027 (74.71) 17,637
LINDSAY CORP COM 1,536 895 139.77 19,196
BB&T CORP COM 758 758 New 19,231
SIMPSON MANUFACTURING CO INC COM 665 -401 (37.64) 19,660