Nuance Investments

Nuance Investments as of Sept. 30, 2013

Portfolio Holdings for Nuance Investments

Nuance Investments holds 59 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xylem (XYL) 8.8 $33M 1.2M 27.93
SYSCO Corporation (SYY) 5.8 $22M 685k 31.83
Imperial Oil (IMO) 5.4 $20M 458k 43.96
American Science & Engineering 5.3 $20M 331k 60.31
MKS Instruments (MKSI) 5.3 $20M 750k 26.59
Cabot Microelectronics Corporation 4.2 $16M 413k 38.51
Northern Trust Corporation (NTRS) 4.2 $16M 292k 54.38
MetLife (MET) 4.2 $16M 333k 46.95
Exxon Mobil Corporation (XOM) 3.9 $15M 169k 86.04
Southwest Airlines (LUV) 3.8 $14M 980k 14.56
Compass Minerals International (CMP) 3.8 $14M 184k 76.27
Mosaic (MOS) 3.8 $14M 326k 43.02
Patterson Companies (PDCO) 3.7 $14M 348k 40.19
Hillshire Brands 3.7 $14M 448k 30.74
Goldcorp 3.7 $14M 528k 26.01
Capitol Federal Financial (CFFN) 3.5 $13M 1.1M 12.43
Southwestern Energy Company (SWN) 3.2 $12M 330k 36.38
Itt 2.3 $8.7M 242k 35.95
National Fuel Gas (NFG) 2.2 $8.1M 118k 68.76
Kellogg Company (K) 2.1 $8.0M 137k 58.73
Great Plains Energy Incorporated 2.1 $8.0M 361k 22.20
Stryker Corporation (SYK) 2.1 $7.9M 118k 67.59
Schlumberger (SLB) 1.8 $6.6M 75k 88.37
Rexnord 1.7 $6.2M 300k 20.80
Rockwell Collins 1.5 $5.5M 80k 67.86
Texas Instruments Incorporated (TXN) 1.3 $4.9M 123k 40.29
3M Company (MMM) 0.9 $3.3M 28k 119.42
Te Connectivity Ltd for (TEL) 0.9 $3.3M 63k 51.78
Kansas City Life Insurance Company 0.4 $1.6M 36k 44.22
CNA Financial Corporation (CNA) 0.4 $1.5M 39k 38.18
TowneBank (TOWN) 0.3 $1.0M 72k 14.42
Franklin Resources (BEN) 0.3 $983k 19k 50.57
ProAssurance Corporation (PRA) 0.2 $905k 20k 45.07
Murphy Oil Corporation (MUR) 0.2 $749k 12k 60.28
DENTSPLY International 0.2 $725k 17k 43.42
Potash Corp. Of Saskatchewan I 0.2 $693k 22k 31.30
HCC Insurance Holdings 0.2 $719k 16k 43.84
Life Technologies 0.2 $670k 9.0k 74.78
Devon Energy Corporation (DVN) 0.1 $544k 9.4k 57.72
Helmerich & Payne (HP) 0.1 $548k 7.9k 68.97
Westar Energy 0.1 $543k 18k 30.68
Target Corporation (TGT) 0.1 $532k 8.3k 63.94
Chubb Corporation 0.1 $360k 4.0k 89.33
Republic Services (RSG) 0.1 $368k 11k 33.36
Heartland Express (HTLD) 0.1 $366k 26k 14.18
T. Rowe Price (TROW) 0.1 $362k 5.0k 71.97
Nordstrom (JWN) 0.1 $357k 6.4k 56.22
C.R. Bard 0.1 $363k 3.2k 115.06
Autoliv (ALV) 0.1 $385k 4.4k 87.30
Becton, Dickinson and (BDX) 0.1 $362k 3.6k 100.00
Endurance Specialty Hldgs Lt 0.1 $365k 6.8k 53.72
Portland General Electric Company (POR) 0.1 $352k 13k 28.19
Norfolk Southern (NSC) 0.1 $345k 4.5k 77.27
FirstEnergy (FE) 0.1 $342k 9.4k 36.44
Deere & Company (DE) 0.1 $349k 4.3k 81.33
Exelon Corporation (EXC) 0.1 $336k 11k 29.66
Accenture (ACN) 0.1 $346k 4.7k 73.70
Empire District Electric Company 0.1 $332k 15k 21.64
Ultra Petroleum 0.1 $308k 15k 20.56