Nuance Investments

Nuance Investments as of March 31, 2019

Portfolio Holdings for Nuance Investments

Nuance Investments holds 54 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dentsply Sirona (XRAY) 8.3 $160M 3.2M 49.59
Sanderson Farms 8.0 $154M 1.2M 131.84
Travelers Companies (TRV) 7.1 $138M 1.0M 137.16
Equity Commonwealth (EQC) 6.5 $125M 3.8M 32.69
Amphenol Corporation (APH) 4.5 $87M 921k 94.44
Reinsurance Group of America (RGA) 4.5 $86M 604k 141.98
MetLife (MET) 4.3 $83M 2.0M 42.57
Unum (UNM) 4.0 $76M 2.3M 33.83
Everest Re Group (EG) 3.6 $70M 326k 215.96
WABCO Holdings 3.6 $69M 523k 131.83
SJW (SJW) 3.0 $58M 934k 61.74
Cerner Corporation 2.9 $55M 966k 57.21
Applied Materials (AMAT) 2.8 $54M 1.4M 39.66
Valley National Ban (VLY) 2.8 $54M 5.6M 9.57
Northern Trust Corporation (NTRS) 2.5 $48M 532k 90.41
Smith & Nephew (SNN) 2.5 $48M 1.2M 40.11
Cal-Maine Foods (CALM) 2.4 $46M 1.0M 44.63
UMB Financial Corporation (UMBF) 2.3 $45M 705k 64.04
Connecticut Water Service 1.4 $28M 404k 68.65
Alphabet Inc Class A cs (GOOGL) 1.4 $27M 23k 1176.89
Charles Schwab Corporation (SCHW) 1.4 $26M 611k 42.76
Abb (ABBNY) 1.3 $25M 1.3M 18.87
Diageo (DEO) 1.3 $25M 153k 163.61
Werner Enterprises (WERN) 1.3 $25M 729k 34.15
Baxter International (BAX) 1.3 $25M 302k 81.31
Lindsay Corporation (LNN) 1.3 $25M 254k 96.79
Simpson Manufacturing (SSD) 1.2 $23M 385k 59.27
Aptar (ATR) 1.2 $23M 214k 106.39
Johnson & Johnson (JNJ) 1.1 $22M 156k 139.79
Chubb (CB) 1.1 $21M 146k 140.08
3M Company (MMM) 0.9 $18M 84k 207.78
Ecolab (ECL) 0.8 $16M 92k 176.55
Brown-Forman Corporation (BF.B) 0.8 $16M 302k 52.78
White Mountains Insurance Gp (WTM) 0.8 $16M 17k 925.51
Globus Med Inc cl a (GMED) 0.8 $16M 323k 49.41
Universal Health Services (UHS) 0.8 $14M 108k 133.77
Gra (GGG) 0.4 $8.5M 172k 49.52
Medtronic (MDT) 0.4 $7.8M 86k 91.09
SYSCO Corporation (SYY) 0.4 $7.5M 112k 66.76
Aqua America 0.4 $7.6M 208k 36.44
Healthcare Realty Trust Incorporated 0.4 $7.4M 231k 32.11
AFLAC Incorporated (AFL) 0.4 $7.1M 142k 50.00
International Flavors & Fragrances (IFF) 0.4 $6.9M 54k 128.79
ICU Medical, Incorporated (ICUI) 0.4 $7.0M 29k 239.32
Te Connectivity Ltd for (TEL) 0.4 $6.9M 86k 80.74
Autoliv (ALV) 0.3 $6.8M 92k 73.53
Middlesex Water Company (MSEX) 0.3 $6.8M 121k 55.99
Wal-Mart Stores (WMT) 0.0 $766k 7.9k 97.47
Becton, Dickinson and (BDX) 0.0 $809k 3.2k 249.77
Accenture (ACN) 0.0 $817k 4.6k 175.93
U.S. Bancorp (USB) 0.0 $370k 7.7k 48.18
Stryker Corporation (SYK) 0.0 $406k 2.1k 197.28
iShares Russell Midcap Value Index (IWS) 0.0 $418k 4.8k 86.85
Linde 0.0 $395k 2.2k 175.79