NUANCE INVESTMENTS, LLC Q4 2017 Filing
Filed February 7, 2018
Portfolio Value
$1.5T
Holdings
66
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PGPROCTER AND GAMBLE CO | 878,767 | $80.7B | 5.40% | |
| 2 | TRVTRAVELERS COMPANIES INC | 540,032 | $73.3B | 4.90% | |
| 3 | DEODIAGEO P L C | 494,745 | $72.2B | 4.83% | |
| 4 | SNNSMITH & NEPHEW PLC | 2,043,781 | $71.6B | 4.78% | |
| 5 | KMBKIMBERLY CLARK CORP | 573,448 | $69.2B | 4.63% | |
| 6 | NTRSNORTHERN TR CORP | 659,723 | $65.9B | 4.41% | |
| 7 | —ROCKWELL COLLINS INC | 452,893 | $61.4B | 4.11% | |
| 8 | METMETLIFE INC | 1,207,996 | $61.1B | 4.08% | |
| 9 | HUBGHUB GROUP INC | 1,027,114 | $49.2B | 3.29% | |
| 10 | HP5AEQUITY COMWLTH | 1,500,533 | $45.8B | 3.06% | |
| 11 | PXGBXPRAXAIR INC | 291,450 | $45.1B | 3.01% | |
| 12 | —BECTON DICKINSON & CO | 765,572 | $44.5B | 2.98% | |
| 13 | UMBFUMB FINL CORP | 607,523 | $43.7B | 2.92% | |
| 14 | BDXBECTON DICKINSON & CO | 191,372 | $41.0B | 2.74% | |
| 15 | ABTABBOTT LABS | 680,231 | $38.8B | 2.60% | |
| 16 | REEVEREST RE GROUP LTD | 172,818 | $38.2B | 2.56% | |
| 17 | CLXCLOROX CO DEL | 247,386 | $36.8B | 2.46% | |
| 18 | —ORBITAL ATK INC | 278,769 | $36.7B | 2.45% | |
| 19 | CLCOLGATE PALMOLIVE CO | 446,441 | $33.7B | 2.25% | |
| 20 | HTLDHEARTLAND EXPRESS INC | 1,251,931 | $29.2B | 1.95% | |
| 21 | UBSIUNITED BANKSHARES INC WEST V | 763,214 | $26.5B | 1.77% | |
| 22 | CBSHCOMMERCE BANCSHARES INC | 445,006 | $24.8B | 1.66% | |
| 23 | UPSUNITED PARCEL SERVICE INC | 182,459 | $21.7B | 1.45% | |
| 24 | JNJJOHNSON & JOHNSON | 153,943 | $21.5B | 1.44% | |
| 25 | CERNCHFCERNER CORP | 283,949 | $19.1B | 1.28% | |
| 26 | UNMUNUM GROUP | 346,909 | $19.0B | 1.27% | |
| 27 | CBCHUBB LIMITED | 127,172 | $18.6B | 1.24% | |
| 28 | APHAMPHENOL CORP NEW | 210,115 | $18.4B | 1.23% | |
| 29 | ALVAUTOLIV INC | 145,077 | $18.4B | 1.23% | |
| 30 | ECLECOLAB INC | 136,959 | $18.4B | 1.23% | |
| 31 | ATRAPTARGROUP INC | 209,324 | $18.1B | 1.21% | |
| 32 | WATWATERS CORP | 68,588 | $13.3B | 0.89% | |
| 33 | HSYHERSHEY CO | 105,418 | $12.0B | 0.80% | |
| 34 | AFLAFLAC INC | 136,220 | $12.0B | 0.80% | |
| 35 | —BUFFALO WILD WINGS INC | 75,444 | $11.8B | 0.79% | |
| 36 | —GENERAL CABLE CORP DEL NEW | 396,263 | $11.7B | 0.78% | |
| 37 | ACNACCENTURE PLC IRELAND | 76,093 | $11.6B | 0.78% | |
| 38 | HRUSDHEALTHCARE RLTY TR | 351,716 | $11.3B | 0.76% | |
| 39 | WTMWHITE MTNS INS GROUP LTD | 11,906 | $10.1B | 0.68% | |
| 40 | UHSUNIVERSAL HLTH SVCS INC | 75,300 | $8.5B | 0.57% | |
| 41 | SYYSYSCO CORP | 136,144 | $8.3B | 0.55% | |
| 42 | —AMPLIFY SNACK BRANDS | 664,751 | $8.0B | 0.53% | |
| 43 | BBTUSDBB&T CORP | 160,382 | $8.0B | 0.53% | |
| 44 | APDAIR PRODS & CHEMS INC | 48,115 | $7.9B | 0.53% | |
| 45 | —ABAXIS INC | 158,635 | $7.9B | 0.53% | |
| 46 | WRBBERKLEY W R CORP | 108,664 | $7.8B | 0.52% | |
| 47 | —COBIZ FINANCIAL INC | 384,761 | $7.7B | 0.51% | |
| 48 | LNNLINDSAY CORP | 81,229 | $7.2B | 0.48% | |
| 49 | WWDWOODWARD INC | 61,432 | $4.7B | 0.31% | |
| 50 | CWTCALIFORNIA WTR SVC GROUP | 93,986 | $4.3B | 0.28% | |
| 51 | JBHTHUNT J B TRANS SVCS INC | 35,982 | $4.1B | 0.28% | |
| 52 | RGAREINSURANCE GROUP AMER INC | 26,504 | $4.1B | 0.28% | |
| 53 | DOVDOVER CORP | 40,563 | $4.1B | 0.27% | |
| 54 | GMEDGLOBUS MED INC | 98,439 | $4.0B | 0.27% | |
| 55 | NKENIKE INC | 63,875 | $4.0B | 0.27% | |
| 56 | —NORTHWEST NAT GAS CO | 65,833 | $3.9B | 0.26% | |
| 57 | PNRPENTAIR PLC | 55,420 | $3.9B | 0.26% | |
| 58 | MTBM & T BK CORP | 22,879 | $3.9B | 0.26% | |
| 59 | SYKSTRYKER CORP | 25,114 | $3.9B | 0.26% | |
| 60 | AWCAMERICAN WTR WKS CO INC NEW | 42,330 | $3.9B | 0.26% | |
| 61 | BXPBOSTON PROPERTIES INC | 29,773 | $3.9B | 0.26% | |
| 62 | —CONNECTICUT WTR SVC INC | 64,512 | $3.7B | 0.25% | |
| 63 | XLNXEURXILINX INC | 54,377 | $3.7B | 0.25% | |
| 64 | SF9SANDERSON FARMS INC | 26,128 | $3.6B | 0.24% | |
| 65 | MSEXMIDDLESEX WATER CO | 89,002 | $3.6B | 0.24% | |
| 66 | IWSISHARES TR | 5,895 | $526.0M | 0.04% |