Nuance Investments as of March 31, 2011
Portfolio Holdings for Nuance Investments
Nuance Investments holds 62 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Great Plains Energy Incorporated | 8.8 | $10M | 512k | 20.02 | |
| Chubb Corporation | 5.6 | $6.5M | 106k | 61.31 | |
| Kimberly-Clark Corporation (KMB) | 5.2 | $6.1M | 93k | 65.27 | |
| Republic Services (RSG) | 4.8 | $5.6M | 186k | 30.04 | |
| Lowe's Companies (LOW) | 4.6 | $5.3M | 202k | 26.43 | |
| Northern Trust Corporation (NTRS) | 4.5 | $5.2M | 102k | 50.75 | |
| General Mills (GIS) | 4.2 | $4.8M | 132k | 36.55 | |
| 3M Company (MMM) | 4.2 | $4.8M | 52k | 93.50 | |
| Patterson Companies (PDCO) | 4.0 | $4.6M | 144k | 32.19 | |
| EQT Corporation (EQT) | 3.7 | $4.3M | 86k | 49.90 | |
| Synopsys (SNPS) | 3.1 | $3.6M | 130k | 27.65 | |
| Diebold Incorporated | 3.0 | $3.5M | 99k | 35.46 | |
| Graham Packaging Company | 3.0 | $3.4M | 198k | 17.43 | |
| Kaydon Corporation | 2.9 | $3.3M | 85k | 39.19 | |
| Imperial Oil (IMO) | 2.5 | $2.9M | 57k | 51.07 | |
| Ultra Petroleum | 2.4 | $2.8M | 57k | 49.26 | |
| Kellogg Company (K) | 2.4 | $2.7M | 51k | 53.98 | |
| People's United Financial | 1.9 | $2.2M | 178k | 12.58 | |
| Portland General Electric Company (POR) | 1.8 | $2.1M | 87k | 23.77 | |
| Clorox Company (CLX) | 1.7 | $2.0M | 29k | 70.07 | |
| Texas Instruments Incorporated (TXN) | 1.7 | $2.0M | 58k | 34.55 | |
| Hudson City Ban | 1.7 | $1.9M | 201k | 9.68 | |
| ConAgra Foods (CAG) | 1.6 | $1.8M | 77k | 23.76 | |
| Merck & Co (MRK) | 1.2 | $1.4M | 42k | 33.00 | |
| Stryker Corporation (SYK) | 1.2 | $1.3M | 22k | 60.79 | |
| Steris Corporation | 1.1 | $1.3M | 38k | 34.53 | |
| Hasbro (HAS) | 1.0 | $1.1M | 25k | 46.84 | |
| Cintas Corporation (CTAS) | 1.0 | $1.1M | 38k | 30.27 | |
| H.J. Heinz Company | 0.8 | $968k | 20k | 48.83 | |
| Campbell Soup Company (CPB) | 0.8 | $891k | 27k | 33.10 | |
| Xilinx | 0.8 | $878k | 27k | 32.79 | |
| Rockwell Collins | 0.7 | $847k | 13k | 64.84 | |
| HCC Insurance Holdings | 0.7 | $831k | 27k | 31.30 | |
| Molex Incorporated | 0.7 | $817k | 33k | 25.11 | |
| Landauer | 0.6 | $676k | 11k | 61.54 | |
| Accenture (ACN) | 0.6 | $650k | 12k | 54.95 | |
| Bemis Company | 0.6 | $643k | 20k | 32.81 | |
| Northwest Bancshares (NWBI) | 0.5 | $563k | 45k | 12.55 | |
| Aon Corporation | 0.4 | $513k | 9.7k | 52.94 | |
| Southwestern Energy Company | 0.4 | $506k | 12k | 42.99 | |
| Medtronic | 0.4 | $490k | 12k | 39.39 | |
| Whirlpool Corporation (WHR) | 0.4 | $489k | 5.7k | 85.34 | |
| Waste Connections | 0.4 | $475k | 17k | 28.79 | |
| Westar Energy | 0.4 | $471k | 18k | 26.40 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $469k | 7.5k | 62.72 | |
| Newell Rubbermaid (NWL) | 0.4 | $466k | 24k | 19.14 | |
| Illinois Tool Works (ITW) | 0.4 | $469k | 8.7k | 53.72 | |
| MetLife (MET) | 0.4 | $466k | 10k | 44.76 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $451k | 25k | 18.05 | |
| US Ecology | 0.4 | $450k | 26k | 17.43 | |
| International Game Technology | 0.4 | $443k | 27k | 16.22 | |
| Hubbell Incorporated | 0.4 | $433k | 6.1k | 71.10 | |
| Allstate Corporation (ALL) | 0.4 | $430k | 14k | 31.79 | |
| Aspen Insurance Holdings | 0.4 | $435k | 16k | 27.53 | |
| Cabot Microelectronics Corporation | 0.3 | $361k | 6.9k | 52.32 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $344k | 4.3k | 80.37 | |
| Becton, Dickinson and (BDX) | 0.3 | $326k | 4.1k | 79.71 | |
| Air Products & Chemicals (APD) | 0.3 | $327k | 3.6k | 90.08 | |
| DENTSPLY International | 0.3 | $317k | 8.6k | 36.99 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $317k | 11k | 29.77 | |
| ITT Corporation | 0.2 | $295k | 4.9k | 59.96 | |
| Morgan Stanley (MS) | 0.2 | $237k | 8.7k | 27.27 |
