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
$4.77B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$72.2M
2
+$41.9M
3
+$39M
4
CB icon
Chubb
CB
+$36.9M
5
MMM icon
3M
MMM
+$32.7M

Top Sells

1
+$258M
2
+$110M
3
+$108M
4
TRV icon
Travelers Companies
TRV
+$74.3M
5
EG icon
Everest Group
EG
+$35.9M

Sector Composition

1 Healthcare 30.83%
2 Financials 19.53%
3 Consumer Staples 14.63%
4 Industrials 13.17%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.6M 1.08%
354,248
+268,038
27
$51.3M 1.07%
846,234
-298,370
28
$41.8M 0.88%
429,336
+281,479
29
$39.6M 0.83%
1,283,967
+303,623
30
$38.5M 0.81%
455,696
+269,873
31
$37.7M 0.79%
1,281,074
+86,947
32
$34.7M 0.73%
2,990,512
+490,695
33
$31.2M 0.65%
410,791
-51,592
34
$29.2M 0.61%
536,029
+29,993
35
$27.4M 0.57%
2,419,015
-1,323,163
36
$25.7M 0.54%
638,408
+289,929
37
$17.7M 0.37%
139,029
+96,513
38
$14.3M 0.3%
171,685
-314,452
39
$14M 0.29%
+334,090
40
$13.8M 0.29%
200,927
-291,329
41
$13.4M 0.28%
281,329
-30,976
42
$13.4M 0.28%
82,129
-54,685
43
$13M 0.27%
124,595
+56,724
44
$12.1M 0.25%
+183,662
45
$11.3M 0.24%
273,997
-11,049
46
$4.96M 0.1%
63,816
+60,917
47
$3.29M 0.07%
37,333
+10,388
48
$2.73M 0.06%
32,481
+12,906
49
$1.21M 0.03%
+11,980
50
$957K 0.02%
11,497
+1,406
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