Nuance Investments as of Dec. 31, 2011
Portfolio Holdings for Nuance Investments
Nuance Investments holds 21 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Northrop Grumman Corporation (NOC) | 8.5 | $554k | 9.5k | 58.50 | |
| Cabot Microelectronics Corporation | 7.1 | $461k | 9.8k | 47.28 | |
| Rockwell Collins | 6.2 | $407k | 7.3k | 55.43 | |
| Amphenol Corporation (APH) | 5.9 | $383k | 8.4k | 45.43 | |
| Whirlpool Corporation (WHR) | 5.8 | $376k | 7.9k | 47.47 | |
| Franklin Resources (BEN) | 5.5 | $358k | 3.7k | 95.98 | |
| Walt Disney Company (DIS) | 4.4 | $289k | 7.7k | 37.48 | |
| Dover Corporation (DOV) | 4.4 | $284k | 4.9k | 57.96 | |
| Air Products & Chemicals (APD) | 4.3 | $280k | 3.3k | 85.11 | |
| MetLife (MET) | 4.3 | $280k | 9.0k | 31.15 | |
| T. Rowe Price (TROW) | 4.2 | $272k | 4.8k | 57.02 | |
| Ultra Petroleum | 4.2 | $271k | 9.2k | 29.59 | |
| Martin Marietta Materials (MLM) | 4.1 | $265k | 3.5k | 75.50 | |
| International Flavors & Fragrances (IFF) | 4.0 | $264k | 5.0k | 52.38 | |
| Synopsys (SNPS) | 4.0 | $263k | 9.7k | 27.20 | |
| C.R. Bard | 4.0 | $262k | 3.1k | 85.34 | |
| Murphy Oil Corporation (MUR) | 3.9 | $254k | 4.6k | 55.70 | |
| H.J. Heinz Company | 3.9 | $253k | 4.7k | 54.03 | |
| Compass Minerals International (CMP) | 3.9 | $251k | 3.6k | 68.96 | |
| Campbell Soup Company (CPB) | 3.8 | $250k | 7.5k | 33.29 | |
| Accenture (ACN) | 3.7 | $241k | 4.5k | 53.32 |
