Nuance Investments as of Dec. 31, 2014
Portfolio Holdings for Nuance Investments
Nuance Investments holds 51 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Franks Intl N V | 11.2 | $106M | 6.4M | 16.63 | |
| National Fuel Gas (NFG) | 7.6 | $71M | 1.0M | 69.53 | |
| BOK Financial Corporation (BOKF) | 7.3 | $69M | 1.1M | 60.04 | |
| Xylem (XYL) | 6.6 | $62M | 1.6M | 38.07 | |
| Schlumberger (SLB) | 6.1 | $57M | 671k | 85.41 | |
| H.B. Fuller Company (FUL) | 5.6 | $53M | 1.2M | 44.53 | |
| Patterson Companies (PDCO) | 5.3 | $51M | 1.1M | 48.10 | |
| Goldcorp | 4.8 | $45M | 2.4M | 18.52 | |
| ProAssurance Corporation (PRA) | 4.5 | $42M | 933k | 45.15 | |
| SYSCO Corporation (SYY) | 4.4 | $42M | 1.0M | 39.69 | |
| Southwestern Energy Company | 4.0 | $38M | 1.4M | 27.29 | |
| American Science & Engineering | 4.0 | $37M | 719k | 51.90 | |
| MKS Instruments (MKSI) | 3.8 | $36M | 972k | 36.60 | |
| Compass Minerals International (CMP) | 3.4 | $32M | 372k | 86.83 | |
| Avery Dennison Corporation (AVY) | 3.4 | $32M | 613k | 51.88 | |
| Imperial Oil (IMO) | 3.3 | $31M | 721k | 43.03 | |
| Northern Trust Corporation (NTRS) | 2.7 | $26M | 381k | 67.40 | |
| Commerce Bancshares (CBSH) | 2.7 | $26M | 590k | 43.49 | |
| Clean Harbors (CLH) | 1.8 | $17M | 347k | 48.05 | |
| Kellogg Company (K) | 1.6 | $15M | 233k | 65.44 | |
| Cabot Microelectronics Corporation | 1.6 | $15M | 315k | 47.32 | |
| Waters Corporation (WAT) | 1.1 | $9.9M | 88k | 112.72 | |
| CNA Financial Corporation (CNA) | 0.3 | $2.7M | 70k | 38.72 | |
| Lpl Financial Holdings (LPLA) | 0.2 | $1.8M | 41k | 44.55 | |
| Aptar (ATR) | 0.2 | $1.5M | 23k | 66.82 | |
| Chubb Corporation | 0.1 | $1.4M | 14k | 103.45 | |
| Rockwell Collins | 0.1 | $1.4M | 17k | 84.46 | |
| HCC Insurance Holdings | 0.1 | $1.4M | 27k | 53.51 | |
| Cameron International Corporation | 0.1 | $1.4M | 29k | 49.94 | |
| Itt | 0.1 | $1.4M | 35k | 40.47 | |
| Cullen/Frost Bankers (CFR) | 0.1 | $1.4M | 19k | 70.63 | |
| Simpson Manufacturing (SSD) | 0.1 | $1.1M | 32k | 34.61 | |
| Rayonier (RYN) | 0.1 | $1.1M | 41k | 27.94 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $1.1M | 18k | 59.32 | |
| Praxair | 0.1 | $1.1M | 8.3k | 129.62 | |
| Dover Corporation (DOV) | 0.1 | $1.0M | 14k | 71.74 | |
| TowneBank (TOWN) | 0.1 | $1.0M | 68k | 15.13 | |
| Innophos Holdings | 0.1 | $1.1M | 19k | 58.45 | |
| Corrections Corporation of America | 0.1 | $1.1M | 30k | 36.33 | |
| Great Plains Energy Incorporated | 0.1 | $734k | 26k | 28.41 | |
| Becton, Dickinson and (BDX) | 0.1 | $734k | 5.3k | 139.23 | |
| Deere & Company (DE) | 0.1 | $722k | 8.2k | 88.42 | |
| Fluor Corporation (FLR) | 0.1 | $725k | 12k | 60.64 | |
| J.M. Smucker Company (SJM) | 0.1 | $711k | 7.0k | 101.02 | |
| Kansas City Life Insurance Company | 0.1 | $757k | 16k | 48.05 | |
| Flowserve Corporation (FLS) | 0.1 | $718k | 12k | 59.81 | |
| Smith & Nephew (SNN) | 0.1 | $740k | 20k | 36.72 | |
| Woodward Governor Company (WWD) | 0.1 | $721k | 15k | 49.25 | |
| AGL Resources | 0.1 | $687k | 13k | 54.55 | |
| Franklin Resources (BEN) | 0.1 | $658k | 12k | 55.34 | |
| Lindsay Corporation (LNN) | 0.1 | $686k | 8.0k | 85.69 |