Nuance Investments as of March 31, 2018
Portfolio Holdings for Nuance Investments
Nuance Investments holds 57 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Smith & Nephew (SNN) | 5.7 | $84M | 2.2M | 38.15 | |
| Travelers Companies (TRV) | 5.1 | $75M | 543k | 138.86 | |
| Diageo (DEO) | 4.2 | $63M | 462k | 135.42 | |
| Equity Commonwealth (EQC) | 4.0 | $59M | 1.9M | 30.67 | |
| Cerner Corporation | 3.9 | $58M | 998k | 58.00 | |
| Blue Buffalo Pet Prods | 3.8 | $56M | 1.4M | 39.81 | |
| Everest Re Group (EG) | 3.8 | $56M | 217k | 256.82 | |
| Becton, Dickinson and (BDX) | 3.7 | $54M | 251k | 216.70 | |
| Kimberly-Clark Corporation (KMB) | 3.5 | $52M | 476k | 110.13 | |
| MetLife (MET) | 3.5 | $52M | 1.1M | 45.89 | |
| Northern Trust Corporation (NTRS) | 3.3 | $49M | 476k | 103.13 | |
| Dentsply Sirona (XRAY) | 3.1 | $47M | 927k | 50.31 | |
| UMB Financial Corporation (UMBF) | 3.0 | $45M | 620k | 72.39 | |
| Sanderson Farms | 2.7 | $40M | 340k | 119.02 | |
| Orbital Atk | 2.3 | $34M | 255k | 132.61 | |
| W.R. Berkley Corporation (WRB) | 2.3 | $34M | 462k | 72.70 | |
| Clorox Company (CLX) | 2.2 | $33M | 245k | 133.11 | |
| Colgate-Palmolive Company (CL) | 2.2 | $32M | 447k | 71.68 | |
| Ecolab (ECL) | 2.0 | $30M | 218k | 137.07 | |
| Amphenol Corporation (APH) | 1.9 | $29M | 333k | 86.13 | |
| Procter & Gamble Company (PG) | 1.8 | $27M | 340k | 79.28 | |
| California Water Service (CWT) | 1.8 | $27M | 725k | 37.25 | |
| Abbott Laboratories (ABT) | 1.8 | $26M | 440k | 59.92 | |
| Unum (UNM) | 1.8 | $26M | 555k | 47.61 | |
| Hub (HUBG) | 1.8 | $26M | 620k | 41.85 | |
| Northwest Natural Gas | 1.6 | $24M | 417k | 57.65 | |
| Heartland Express (HTLD) | 1.4 | $21M | 1.2M | 17.99 | |
| Autoliv (ALV) | 1.4 | $21M | 144k | 145.94 | |
| Chubb (CB) | 1.4 | $20M | 147k | 136.77 | |
| Aptar (ATR) | 1.3 | $20M | 218k | 89.83 | |
| Johnson & Johnson (JNJ) | 1.3 | $19M | 151k | 128.15 | |
| United Parcel Service (UPS) | 1.2 | $18M | 171k | 104.66 | |
| White Mountains Insurance Gp (WTM) | 1.1 | $17M | 21k | 822.50 | |
| General Cable Corporation | 1.1 | $17M | 572k | 29.60 | |
| AFLAC Incorporated (AFL) | 0.9 | $13M | 291k | 43.76 | |
| Healthcare Realty Trust Incorporated | 0.9 | $13M | 462k | 27.71 | |
| One Gas (OGS) | 0.8 | $13M | 190k | 66.02 | |
| Reinsurance Group of America (RGA) | 0.8 | $13M | 81k | 154.01 | |
| Xilinx | 0.8 | $13M | 173k | 72.24 | |
| Becton Dickinson & Co pfd shs conv a | 0.8 | $12M | 214k | 58.04 | |
| Connecticut Water Service | 0.7 | $9.7M | 161k | 60.53 | |
| Universal Health Services (UHS) | 0.6 | $9.0M | 76k | 118.41 | |
| United Bankshares (UBSI) | 0.6 | $9.0M | 257k | 35.25 | |
| AvalonBay Communities (AVB) | 0.6 | $8.9M | 54k | 164.46 | |
| SYSCO Corporation (SYY) | 0.6 | $8.6M | 144k | 59.96 | |
| Lindsay Corporation (LNN) | 0.6 | $8.5M | 93k | 91.44 | |
| American Water Works (AWK) | 0.6 | $8.6M | 105k | 82.13 | |
| Rockwell Collins | 0.6 | $8.4M | 62k | 134.85 | |
| Hershey Company (HSY) | 0.6 | $8.5M | 86k | 98.96 | |
| Woodward Governor Company (WWD) | 0.6 | $8.2M | 115k | 71.66 | |
| CoBiz Financial | 0.4 | $6.5M | 331k | 19.60 | |
| Air Products & Chemicals (APD) | 0.3 | $4.4M | 28k | 159.03 | |
| Dover Corporation (DOV) | 0.3 | $4.2M | 43k | 98.21 | |
| SJW (HTO) | 0.3 | $4.2M | 81k | 52.71 | |
| Boston Properties (BXP) | 0.3 | $4.2M | 34k | 123.21 | |
| Middlesex Water Company (MSEX) | 0.3 | $4.0M | 110k | 36.70 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $579k | 6.7k | 86.41 |
