Nuance Investments as of June 30, 2013
Portfolio Holdings for Nuance Investments
Nuance Investments holds 53 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xylem (XYL) | 9.5 | $30M | 1.1M | 26.94 | |
| Stryker Corporation (SYK) | 7.3 | $23M | 359k | 64.68 | |
| Imperial Oil (IMO) | 5.6 | $18M | 463k | 38.21 | |
| MKS Instruments (MKSI) | 5.5 | $18M | 661k | 26.54 | |
| American Science & Engineering | 5.4 | $17M | 306k | 56.00 | |
| Goldcorp | 4.9 | $16M | 631k | 24.73 | |
| MetLife (MET) | 4.9 | $16M | 339k | 45.76 | |
| Northern Trust Corporation (NTRS) | 4.7 | $15M | 259k | 57.90 | |
| Schlumberger (SLB) | 4.5 | $14M | 200k | 71.66 | |
| Patterson Companies (PDCO) | 4.2 | $14M | 359k | 37.60 | |
| Itt | 4.2 | $13M | 454k | 29.41 | |
| Exxon Mobil Corporation (XOM) | 3.8 | $12M | 133k | 90.35 | |
| National Fuel Gas (NFG) | 3.6 | $11M | 196k | 57.95 | |
| SYSCO Corporation (SYY) | 3.5 | $11M | 329k | 34.16 | |
| Capitol Federal Financial (CFFN) | 3.5 | $11M | 927k | 12.14 | |
| Cabot Microelectronics Corporation | 3.5 | $11M | 336k | 33.01 | |
| Southwest Airlines (LUV) | 2.9 | $9.2M | 714k | 12.89 | |
| Rexnord | 2.9 | $9.2M | 546k | 16.85 | |
| Southwestern Energy Company | 2.5 | $7.8M | 214k | 36.53 | |
| Rockwell Collins | 1.9 | $6.0M | 94k | 63.41 | |
| Texas Instruments Incorporated (TXN) | 1.8 | $5.9M | 168k | 34.85 | |
| Te Connectivity Ltd for (TEL) | 1.6 | $5.0M | 109k | 45.54 | |
| Air Products & Chemicals (APD) | 1.5 | $4.7M | 52k | 91.58 | |
| Compass Minerals International (CMP) | 1.1 | $3.5M | 41k | 84.53 | |
| 3M Company (MMM) | 0.8 | $2.6M | 24k | 109.36 | |
| Kansas City Life Insurance Company | 0.4 | $1.4M | 36k | 38.28 | |
| Hillshire Brands | 0.3 | $1.0M | 31k | 33.09 | |
| Pinnacle Foods Inc De | 0.3 | $996k | 41k | 24.14 | |
| DENTSPLY International | 0.3 | $849k | 21k | 40.97 | |
| Murphy Oil Corporation (MUR) | 0.2 | $757k | 12k | 60.93 | |
| Helmerich & Payne (HP) | 0.2 | $689k | 11k | 62.49 | |
| TowneBank (TOWN) | 0.2 | $702k | 48k | 14.71 | |
| Life Technologies | 0.2 | $663k | 9.0k | 74.00 | |
| Target Corporation (TGT) | 0.2 | $527k | 7.7k | 68.89 | |
| Autodesk (ADSK) | 0.2 | $503k | 15k | 33.96 | |
| Xilinx | 0.2 | $514k | 13k | 39.65 | |
| Chubb Corporation | 0.1 | $341k | 4.0k | 84.62 | |
| Family Dollar Stores | 0.1 | $359k | 5.8k | 62.27 | |
| C.R. Bard | 0.1 | $343k | 3.2k | 108.72 | |
| Autoliv (ALV) | 0.1 | $337k | 4.4k | 77.38 | |
| Fluor Corporation (FLR) | 0.1 | $351k | 5.9k | 59.39 | |
| Kellogg Company (K) | 0.1 | $336k | 5.2k | 64.24 | |
| ProAssurance Corporation (PRA) | 0.1 | $357k | 6.8k | 52.15 | |
| Empire District Electric Company | 0.1 | $342k | 15k | 22.29 | |
| HCC Insurance Holdings | 0.1 | $351k | 8.2k | 43.07 | |
| Endurance Specialty Hldgs Lt | 0.1 | $350k | 6.8k | 51.51 | |
| Kaydon Corporation | 0.1 | $363k | 13k | 27.54 | |
| Devon Energy Corporation (DVN) | 0.1 | $322k | 6.2k | 51.94 | |
| Norfolk Southern (NSC) | 0.1 | $324k | 4.5k | 72.56 | |
| Great Plains Energy Incorporated | 0.1 | $314k | 14k | 22.51 | |
| Franklin Resources (BEN) | 0.1 | $315k | 2.3k | 136.07 | |
| MeadWestva | 0.1 | $333k | 9.8k | 34.12 | |
| Ultra Petroleum | 0.1 | $297k | 15k | 19.83 |
