NUANCE INVESTMENTS, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 69
New Positions 11
Increased Positions 36
Decreased Positions 32
Positions with Activity 68
Sold Out Positions 16
Total Mkt Value (in $ millions) 480

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

Sector Weighting

Basic Materials 18.47%
Capital Goods 6.97%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 8.87%
Energy 19.59%
Financial 12.97%
Healthcare 3.81%
Services 11.43%
Technology 8.92%
Transportation 0.19%
Utilities 8.68%

69 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
3M CO COM -3,834 Sold Out 0
ACCENTURE PLC IRELAND SHS CLASS A -370 Sold Out 0
BARD C R INC COM -440 Sold Out 0
CABOT MICROELECTRONICS CORP COM -17,472 Sold Out 0
CHUBB CORP COM -366 Sold Out 0
DENTSPLY INTL INC NEW COM -755 Sold Out 0
EMPIRE DIST ELEC CO COM -373 Sold Out 0
HEARTLAND EXPRESS INC COM -583 Sold Out 0
HELMERICH & PAYNE INC COM -881 Sold Out 0
ITT CORP NEW COM NEW -10,607 Sold Out 0
POTASH CORP SASK INC COM -773 Sold Out 0
REXNORD CORP NEW COM -8,340 Sold Out 0
TARGET CORP COM -499 Sold Out 0
TE CONNECTIVITY LTD REG SHS -3,845 Sold Out 0
TEXAS INSTRS INC COM -5,614 Sold Out 0
ULTRA PETROLEUM CORP COM -440 Sold Out 0
ENDURANCE SPECIALTY HLDGS LTD SHS 345 -1 (0.37) 6,770
FAMILY DLR STORES INC COM 347 347 New 6,110
NATIONAL FUEL GAS CO N J COM 374 -7,903 (95.48) 5,350
REPUBLIC SVCS INC COM 380 New 11,030