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
$1.49B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$39.1M
3
+$27.4M
4
MET icon
MetLife
MET
+$17M
5
SCHW icon
Charles Schwab
SCHW
+$16.7M

Top Sells

1
+$33.6M
2
+$30M
3
+$17M
4
PG icon
Procter & Gamble
PG
+$14.6M
5
WTM icon
White Mountains Insurance
WTM
+$14.5M

Sector Composition

1 Financials 34.67%
2 Healthcare 21.81%
3 Consumer Staples 13.48%
4 Technology 7.94%
5 Utilities 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.7M 1.06%
98,497
+39,471
27
$13M 0.87%
591,735
-309,609
28
$12.9M 0.87%
246,040
+227,600
29
$12.3M 0.83%
+226,669
30
$11.5M 0.77%
369,417
-87,639
31
$11.4M 0.77%
77,245
-97,898
32
$11M 0.74%
232,174
+113,420
33
$10.8M 0.72%
57,003
-32,698
34
$10.6M 0.71%
98,896
-2,765
35
$10.5M 0.71%
112,684
+16,612
36
$10.2M 0.68%
357,143
-251,336
37
$8.13M 0.55%
106,510
+87,213
38
$7.61M 0.51%
83,668
-59,769
39
$5.73M 0.39%
60,922
-95,318
40
$5.7M 0.38%
125,169
-140,483
41
$5.61M 0.38%
133,985
+5,957
42
$5.58M 0.38%
+163,198
43
$5.52M 0.37%
103,505
-19,474
44
$5.5M 0.37%
+72,707
45
$5.42M 0.37%
+285,385
46
$5.41M 0.36%
86,269
-85,394
47
$5.39M 0.36%
+182,630
48
$5.39M 0.36%
124,616
+119,399
49
$5.34M 0.36%
76,000
-159,376
50
$4.67M 0.31%
251,756
-630
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