Nuance Investments as of Dec. 31, 2013
Portfolio Holdings for Nuance Investments
Nuance Investments holds 54 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SYSCO Corporation (SYY) | 11.6 | $54M | 1.5M | 36.10 | |
| Goldcorp | 6.6 | $31M | 1.4M | 21.67 | |
| Northern Trust Corporation (NTRS) | 6.5 | $30M | 488k | 61.89 | |
| Compass Minerals International (CMP) | 5.7 | $26M | 328k | 80.05 | |
| Mosaic (MOS) | 5.5 | $25M | 535k | 47.27 | |
| Xylem (XYL) | 5.2 | $24M | 698k | 34.60 | |
| Imperial Oil (IMO) | 5.0 | $23M | 527k | 44.23 | |
| MKS Instruments (MKSI) | 4.8 | $22M | 742k | 29.92 | |
| American Science & Engineering | 4.8 | $22M | 305k | 71.91 | |
| Hillshire Brands | 4.7 | $22M | 651k | 33.44 | |
| Cameron International Corporation | 3.9 | $18M | 303k | 59.53 | |
| MetLife (MET) | 3.8 | $17M | 323k | 53.92 | |
| Kellogg Company (K) | 3.7 | $17M | 279k | 61.07 | |
| Great Plains Energy Incorporated | 3.7 | $17M | 697k | 24.24 | |
| Exxon Mobil Corporation (XOM) | 3.3 | $15M | 151k | 101.20 | |
| Southwestern Energy Company | 3.3 | $15M | 386k | 39.33 | |
| Exelon Corporation (EXC) | 3.2 | $15M | 540k | 27.39 | |
| Schlumberger (SLB) | 2.8 | $13M | 141k | 90.11 | |
| Stryker Corporation (SYK) | 2.2 | $10M | 133k | 75.14 | |
| Capitol Federal Financial (CFFN) | 1.6 | $7.4M | 609k | 12.11 | |
| Rockwell Collins | 1.6 | $7.3M | 99k | 73.92 | |
| Patterson Companies (PDCO) | 1.6 | $7.3M | 177k | 41.20 | |
| Kansas City Life Insurance Company | 0.4 | $1.9M | 41k | 47.74 | |
| TowneBank (TOWN) | 0.4 | $1.8M | 116k | 15.39 | |
| CNA Financial Corporation (CNA) | 0.4 | $1.7M | 39k | 42.90 | |
| HCC Insurance Holdings | 0.3 | $1.6M | 34k | 46.13 | |
| Portland General Electric Company (POR) | 0.3 | $1.2M | 39k | 30.19 | |
| ProAssurance Corporation (PRA) | 0.3 | $1.2M | 25k | 48.49 | |
| Altera Corporation | 0.3 | $1.2M | 37k | 32.50 | |
| MeadWestva | 0.2 | $825k | 22k | 36.93 | |
| Halliburton Company (HAL) | 0.2 | $790k | 16k | 50.74 | |
| Life Technologies | 0.1 | $682k | 9.0k | 75.78 | |
| FirstEnergy (FE) | 0.1 | $582k | 18k | 32.96 | |
| Franklin Resources (BEN) | 0.1 | $603k | 10k | 57.72 | |
| Becton, Dickinson and (BDX) | 0.1 | $603k | 5.5k | 110.44 | |
| Deere & Company (DE) | 0.1 | $616k | 6.7k | 91.38 | |
| ConAgra Foods (CAG) | 0.1 | $608k | 18k | 33.68 | |
| Westar Energy | 0.1 | $571k | 18k | 32.18 | |
| Norfolk Southern (NSC) | 0.1 | $415k | 4.5k | 92.84 | |
| Family Dollar Stores | 0.1 | $397k | 6.1k | 64.98 | |
| T. Rowe Price (TROW) | 0.1 | $420k | 5.0k | 83.75 | |
| Autoliv (ALV) | 0.1 | $399k | 4.4k | 91.72 | |
| Endurance Specialty Hldgs Lt | 0.1 | $397k | 6.8k | 58.64 | |
| Southwest Airlines (LUV) | 0.1 | $398k | 21k | 18.84 | |
| Agree Realty Corporation (ADC) | 0.1 | $402k | 14k | 29.01 | |
| WGL Holdings | 0.1 | $399k | 10k | 40.06 | |
| Woodward Governor Company (WWD) | 0.1 | $425k | 9.3k | 45.63 | |
| Devon Energy Corporation (DVN) | 0.1 | $364k | 5.9k | 61.85 | |
| Republic Services (RSG) | 0.1 | $366k | 11k | 33.18 | |
| Nordstrom (JWN) | 0.1 | $391k | 6.3k | 61.77 | |
| Southern Company (SO) | 0.1 | $366k | 8.9k | 41.12 | |
| Murphy Oil Corporation (MUR) | 0.1 | $388k | 6.0k | 64.88 | |
| National Fuel Gas (NFG) | 0.1 | $382k | 5.4k | 71.40 | |
| Rayonier (RYN) | 0.1 | $368k | 8.8k | 42.06 |
