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 | $55k | 9.5k | 5.81 | |
| Cabot Microelectronics Corporation | 7.1 | $46k | 9.8k | 4.72 | |
| Rockwell Collins | 6.2 | $40k | 7.3k | 5.45 | |
| Amphenol Corporation (APH) | 5.9 | $38k | 8.4k | 4.51 | |
| Whirlpool Corporation (WHR) | 5.7 | $37k | 7.9k | 4.67 | |
| Franklin Resources (BEN) | 5.4 | $35k | 3.7k | 9.38 | |
| Walt Disney Company (DIS) | 4.3 | $28k | 7.7k | 3.63 | |
| Air Products & Chemicals (APD) | 4.3 | $28k | 3.3k | 8.51 | |
| Dover Corporation (DOV) | 4.3 | $28k | 4.9k | 5.71 | |
| MetLife (MET) | 4.3 | $28k | 9.0k | 3.11 | |
| T. Rowe Price (TROW) | 4.2 | $27k | 4.8k | 5.66 | |
| Ultra Petroleum | 4.2 | $27k | 9.2k | 2.95 | |
| Martin Marietta Materials (MLM) | 4.0 | $26k | 3.5k | 7.41 | |
| C.R. Bard | 4.0 | $26k | 3.1k | 8.47 | |
| International Flavors & Fragrances (IFF) | 4.0 | $26k | 5.0k | 5.16 | |
| Synopsys (SNPS) | 4.0 | $26k | 9.7k | 2.69 | |
| Compass Minerals International (CMP) | 3.9 | $25k | 3.6k | 6.87 | |
| Campbell Soup Company (CPB) | 3.9 | $25k | 7.5k | 3.33 | |
| H.J. Heinz Company | 3.9 | $25k | 4.7k | 5.34 | |
| Murphy Oil Corporation (MUR) | 3.9 | $25k | 4.6k | 5.48 | |
| Accenture (ACN) | 3.7 | $24k | 4.5k | 5.31 |
