NUANCE INVESTMENTS, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 63
New Positions 10
Increased Positions 40
Decreased Positions 23
Positions with Activity 63
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,027

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

Sector Weighting

Basic Materials 10.79%
Capital Goods 7.2%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.17%
Energy 8.17%
Financial 10.95%
Healthcare 13.19%
Services 14.35%
Technology 14.16%
Transportation
Utilities 4.94%

63 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ATWOOD OCEANICS INC COM -769 Sold Out 0
CAPITOL FED FINL INC COM -672 Sold Out 0
ENDURANCE SPECIALTY HLDGS LTD SHS -1,133 Sold Out 0
FAMILY DLR STORES INC COM -1,179 Sold Out 0
METLIFE INC COM -25,160 Sold Out 0
PORTLAND GEN ELEC CO COM NEW -755 Sold Out 0
REPUBLIC SVCS INC COM -754 Sold Out 0
SMUCKER J M CO COM NEW -671 Sold Out 0
TARGET CORP COM -60,909 Sold Out 0
RAYONIER INC COM 428 38 9.66 15,104
CAMERON INTERNATIONAL CORP COM 503 -16,523 (97.05) 10,003
DOVER CORP COM 607 14 2.34 8,148
EMERSON ELEC CO COM 678 678 New 10,785
PRAXAIR INC COM 705 705 New 5,341
PRICE T ROWE GROUP INC COM 711 20 2.92 8,116
DEERE & CO COM 727 727 New 8,006
APTARGROUP INC COM 737 737 New 10,930
SIMPSON MANUFACTURING CO INC COM 742 742 New 21,675
ALTERA CORP COM 744 -389 (34.37) 19,704
CORRECTIONS CORP AMER NEW COM NEW 782 12 1.53 20,626