NI

Nuance Investments Portfolio holdings

AUM $1.28B
1-Year Est. Return 2.6%
This Quarter Est. Return
1 Year Est. Return
-2.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$38.2M
3
+$36.7M
4
CLX icon
Clorox
CLX
+$33.1M
5
KMB icon
Kimberly-Clark
KMB
+$32.5M

Top Sells

1
+$154M
2
+$33.6M
3
+$32.8M
4
MTB icon
M&T Bank
MTB
+$32.7M
5
GMED icon
Globus Medical
GMED
+$27.9M

Sector Composition

1 Financials 28.4%
2 Consumer Staples 21.7%
3 Healthcare 14.75%
4 Industrials 8.3%
5 Materials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 1.27%
346,909
+204,814
27
$18.6M 1.24%
127,172
+102,908
28
$18.4M 1.23%
840,460
+488,944
29
$18.4M 1.23%
201,367
+158,554
30
$18.4M 1.23%
136,959
+84,981
31
$18.1M 1.21%
209,324
+127,728
32
$13.3M 0.89%
68,588
+49,878
33
$12M 0.8%
105,418
+73,114
34
$12M 0.8%
272,440
+16,408
35
$11.8M 0.79%
+75,444
36
$11.7M 0.78%
+396,263
37
$11.6M 0.78%
76,093
-101,299
38
$11.3M 0.76%
351,716
+249,359
39
$10.1M 0.68%
+11,906
40
$8.54M 0.57%
75,300
+44,348
41
$8.27M 0.55%
136,144
+7,217
42
$7.98M 0.53%
+664,751
43
$7.97M 0.53%
160,382
+3,359
44
$7.89M 0.53%
48,115
+925
45
$7.86M 0.53%
+158,635
46
$7.79M 0.52%
366,741
+21,509
47
$7.69M 0.51%
+384,761
48
$7.16M 0.48%
81,229
+2,264
49
$4.7M 0.31%
61,432
-1,277
50
$4.26M 0.29%
93,986
-567,862
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