NUANCE INVESTMENTS, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 65
New Positions 11
Increased Positions 32
Decreased Positions 33
Positions with Activity 65
Sold Out Positions 14
Total Mkt Value (in $ millions) 962

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

Sector Weighting

Basic Materials 14.01%
Capital Goods 6.89%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.61%
Energy 13.88%
Financial 18.94%
Healthcare 5.16%
Services 9.65%
Technology 9.2%
Transportation
Utilities 7%

65 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ALTERA CORP COM -879 Sold Out 0
CONAGRA FOODS INC COM -17,077 Sold Out 0
CONSOLIDATED EDISON INC COM -5,477 Sold Out 0
DENTSPLY INTL INC NEW COM -2,250 Sold Out 0
EMERSON ELEC CO COM -630 Sold Out 0
EXXON MOBIL CORP COM -15,856 Sold Out 0
KENNAMETAL INC COM -1,522 Sold Out 0
KNOWLES CORP COM -21,585 Sold Out 0
MOSAIC CO NEW COM -29,133 Sold Out 0
NORDSTROM INC COM -761 Sold Out 0
PRICE T ROWE GROUP INC COM -661 Sold Out 0
STATE STR CORP COM -1,087 Sold Out 0
STRYKER CORP COM -21,310 Sold Out 0
URBAN OUTFITTERS INC COM -1,192 Sold Out 0
AGL RES INC COM 612 612 New 12,595
LINDSAY CORP COM 620 -1,445 (69.98) 8,006
FRANKLIN RES INC COM 621 -1,297 (67.64) 11,890
GREAT PLAINS ENERGY INC COM 671 -32,944 (98) 25,834
FLOWSERVE CORP COM 672 672 New 12,004
SMITH & NEPHEW PLC SPDN ADR NEW 683 683 New 20,155