Nuance Investments as of March 31, 2014
Portfolio Holdings for Nuance Investments
Nuance Investments holds 55 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SYSCO Corporation (SYY) | 10.6 | $76M | 2.1M | 36.13 | |
| Northern Trust Corporation (NTRS) | 6.4 | $46M | 706k | 65.56 | |
| Mosaic (MOS) | 5.8 | $42M | 833k | 50.00 | |
| Xylem (XYL) | 5.5 | $39M | 1.1M | 36.42 | |
| Imperial Oil (IMO) | 5.2 | $37M | 805k | 46.55 | |
| Kellogg Company (K) | 5.2 | $37M | 594k | 62.71 | |
| MKS Instruments (MKSI) | 5.2 | $37M | 1.2M | 29.89 | |
| Compass Minerals International (CMP) | 4.8 | $34M | 416k | 82.52 | |
| Goldcorp | 4.4 | $32M | 1.3M | 24.48 | |
| Hillshire Brands | 4.2 | $30M | 816k | 37.26 | |
| Patterson Companies (PDCO) | 4.2 | $30M | 718k | 41.76 | |
| Clean Harbors (CLH) | 4.1 | $29M | 535k | 54.79 | |
| Target Corporation (TGT) | 4.0 | $29M | 481k | 60.51 | |
| Schlumberger (SLB) | 4.0 | $29M | 296k | 97.50 | |
| MetLife (MET) | 4.0 | $28M | 537k | 52.80 | |
| Cameron International Corporation | 3.9 | $28M | 456k | 61.77 | |
| American Science & Engineering | 3.8 | $27M | 405k | 67.17 | |
| Exxon Mobil Corporation (XOM) | 2.7 | $19M | 199k | 97.68 | |
| Franks Intl N V | 2.1 | $15M | 619k | 24.78 | |
| Capitol Federal Financial (CFFN) | 1.6 | $11M | 899k | 12.56 | |
| Stryker Corporation (SYK) | 1.3 | $9.6M | 118k | 81.47 | |
| Great Plains Energy Incorporated | 1.1 | $7.8M | 288k | 27.04 | |
| Kansas City Life Insurance Company | 0.4 | $2.9M | 61k | 48.20 | |
| TowneBank (TOWN) | 0.4 | $2.7M | 174k | 15.51 | |
| ProAssurance Corporation (PRA) | 0.3 | $2.5M | 56k | 44.53 | |
| CNA Financial Corporation (CNA) | 0.3 | $2.5M | 58k | 42.72 | |
| HCC Insurance Holdings | 0.3 | $2.4M | 52k | 45.49 | |
| ConAgra Foods (CAG) | 0.3 | $2.0M | 64k | 31.03 | |
| Atwood Oceanics | 0.3 | $1.9M | 38k | 50.38 | |
| Innophos Holdings | 0.3 | $1.9M | 34k | 56.70 | |
| WGL Holdings | 0.3 | $1.9M | 48k | 40.05 | |
| Portland General Electric Company (POR) | 0.3 | $1.9M | 58k | 32.33 | |
| DENTSPLY International | 0.3 | $1.8M | 40k | 46.04 | |
| Family Dollar Stores | 0.2 | $1.5M | 26k | 58.02 | |
| Franklin Resources (BEN) | 0.2 | $1.3M | 24k | 54.17 | |
| Cabot Microelectronics Corporation | 0.2 | $1.3M | 29k | 43.99 | |
| Woodward Governor Company (WWD) | 0.2 | $1.2M | 30k | 41.53 | |
| Chubb Corporation | 0.1 | $943k | 11k | 89.26 | |
| Republic Services (RSG) | 0.1 | $924k | 27k | 34.16 | |
| Deere & Company (DE) | 0.1 | $913k | 10k | 90.78 | |
| Endurance Specialty Hldgs Lt | 0.1 | $945k | 18k | 53.84 | |
| FirstEnergy (FE) | 0.1 | $802k | 24k | 34.03 | |
| Consolidated Edison (ED) | 0.1 | $626k | 12k | 53.69 | |
| Autoliv (ALV) | 0.1 | $643k | 6.4k | 100.36 | |
| Becton, Dickinson and (BDX) | 0.1 | $673k | 5.8k | 117.04 | |
| Murphy Oil Corporation (MUR) | 0.1 | $621k | 9.9k | 62.86 | |
| Dover Corporation (DOV) | 0.1 | $624k | 7.6k | 81.71 | |
| J.M. Smucker Company (SJM) | 0.1 | $644k | 6.6k | 97.27 | |
| Altera Corporation | 0.1 | $612k | 17k | 36.26 | |
| T. Rowe Price (TROW) | 0.1 | $610k | 7.4k | 82.40 | |
| Nordstrom | 0.1 | $597k | 9.6k | 62.43 | |
| Rockwell Collins | 0.1 | $589k | 7.4k | 79.62 | |
| Southwestern Energy Company | 0.1 | $604k | 13k | 45.98 | |
| National Fuel Gas (NFG) | 0.1 | $553k | 7.9k | 70.05 | |
| Rayonier (RYN) | 0.1 | $599k | 13k | 45.94 |
