NUANCE INVESTMENTS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 63
New Positions 7
Increased Positions 37
Decreased Positions 26
Positions with Activity 63
Sold Out Positions 10
Total Mkt Value (in $ millions) 936

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

Sector Weighting

Basic Materials 13.38%
Capital Goods 5.81%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 9.45%
Energy 8.51%
Financial 17.52%
Healthcare 9.18%
Services 15.72%
Technology 13.13%
Transportation
Utilities 1.74%

63 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AUTOLIV INC COM -658 Sold Out 0
DEERE & CO COM -867 Sold Out 0
FIRSTENERGY CORP COM -788 Sold Out 0
HILLSHIRE BRANDS CO COM -51,290 Sold Out 0
MURPHY OIL CORP COM -606 Sold Out 0
RAYONIER ADVANCED MATLS INC COM -142 Sold Out 0
SCHLUMBERGER LTD COM -32,336 Sold Out 0
SOUTHWESTERN ENERGY CO COM -524 Sold Out 0
WGL HLDGS INC COM -2,055 Sold Out 0
WOODWARD INC COM -1,561 Sold Out 0
RAYONIER INC COM 470 25 5.63 13,773
ROCKWELL COLLINS INC COM 614 45 7.94 7,985
PRICE T ROWE GROUP INC COM 629 39 6.52 7,886
NATIONAL FUEL GAS CO N J COM 634 41 6.84 8,434
CHUBB CORP COM 641 -322 (33.42) 7,034
CAPITOL FED FINL INC COM 644 -10,400 (94.17) 52,414
SMUCKER J M CO COM NEW 658 -15 (2.19) 6,476
PORTLAND GEN ELEC CO COM NEW 672 -1,285 (65.66) 19,797
NORDSTROM INC COM 689 30 4.56 9,999
DOVER CORP COM 713 29 4.26 7,962