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NI

Nuance Investments Portfolio holdings

AUM $717M
1-Year Est. Return 3.8%
This Fund
S&P 500
This Quarter Est. Return
+1.5%
1 Year Est. Return
+3.8%
3 Year Est. Return
-6.33%
5 Year Est. Return
-7.35%
10 Year Est. Return
+40.65%
AUM
$1.28B
AUM Growth
-$239M
Cap. Flow
-$257M
Cap. Flow %
-20.01%
Top 10 Hldgs %
59.76%
Holding
53
New
4
Increased
15
Reduced
27
Closed
7

Top Buys

Rank Stock Value
1
CLX icon
Clorox
CLX
+$73.1M
2
INFA
Informatica
INFA
+$36.9M
3
BDX icon
Becton Dickinson
BDX
+$34.5M
4
TMO icon
Thermo Fisher Scientific
TMO
+$34M
5
HOLX
Hologic
HOLX
+$17.8M

Top Sells

Rank Stock Value
1
XRAY icon
Dentsply Sirona
XRAY
+$134M
2
EL icon
Estee Lauder
EL
+$86.7M
3
QGEN icon
Qiagen
QGEN
+$61.8M
4
PYCR
Paycor HCM, Inc. Common Stock
PYCR
+$31.5M
5
CVGW
Calavo Growers
CVGW
+$29.2M

Sector Composition

Rank Sector Weight
1 Healthcare 30.26%
2 Consumer Staples 19.01%
3 Industrials 18.71%
4 Utilities 12.71%
5 Financials 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVO icon
26
Mission Produce
AVO
$1.14B
$11.4M 0.89%
971,056
-968,201
-50% -$10.5M
A icon
27
Agilent Technologies
A
$40.5B
$9.52M 0.74%
80,698
+9,628
+14% +$1.07M
NDSN icon
28
Nordson
NDSN
$17.2B
$7.63M 0.59%
35,595
+5,729
+19% +$1.14M
GGG icon
29
Graco
GGG
$13.6B
$7.54M 0.59%
87,659
-15,135
-15% -$1.25M
LNN icon
30
Lindsay Corp
LNN
$1.18B
$7.53M 0.59%
52,214
-14,513
-22% -$1.94M
CNH
31
CNH Industrial
CNH
$17.6B
$7.4M 0.58%
570,765
+79,381
+16% +$980K
WAT icon
32
Waters Corp
WAT
$39.4B
$7.34M 0.57%
+21,032
New +$7.23M
AVA icon
33
Avista
AVA
$3.23B
$7.27M 0.57%
+191,671
New +$7.56M
RGA icon
34
Reinsurance Group of America
RGA
$15.9B
$7.19M 0.56%
36,239
-47,191
-57% -$9.21M
EG icon
35
Everest Group
EG
$14.2B
$7.15M 0.56%
21,036
+4,632
+28% +$1.6M
TGT icon
36
Target
TGT
$67.1B
$5.19M 0.4%
52,568
-5,318
-9% -$511K
POR icon
37
Portland General Electric
POR
$5.73B
$5.16M 0.4%
126,885
-65,410
-34% -$2.74M
THRM icon
38
Gentherm
THRM
$1.28B
$5.12M 0.4%
180,879
-26,788
-13% -$711K
AMAT icon
39
Applied Materials
AMAT
$422B
$4.1M 0.32%
22,420
-79,391
-78% -$12.6M
RJF icon
40
Raymond James Financial
RJF
$34.4B
$4.05M 0.32%
+26,418
New +$3.78M
MTB icon
41
M&T Bank
MTB
$36.1B
$3.88M 0.3%
20,025
-14,023
-41% -$2.47M
IDA icon
42
Idacorp
IDA
$8.21B
$3.87M 0.3%
33,562
-8,539
-20% -$989K
DOC icon
43
Healthpeak Properties
DOC
$14.6B
$3.71M 0.29%
211,636
-3,488
-2% -$61.9K
ARE icon
44
Alexandria Real Estate Equities
ARE
$8.41B
$3.67M 0.29%
50,573
+3,543
+8% +$263K
INDB icon
45
Independent Bank
INDB
$4B
$3.53M 0.28%
56,138
-8,662
-13% -$527K
IWS icon
46
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$1.99M 0.15%
15,045
-81,963
-84% -$10.3M
IJJ icon
47
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.96B
– –
-5,247
Closed -$628K
LMT icon
48
Lockheed Martin
LMT
$134B
– –
-18,187
Closed -$8.12M
MMM icon
49
3M
MMM
$93.8B
– –
-1,886
Closed -$277K
NVST icon
50
Envista
NVST
$4.56B
– –
-1,464,372
Closed -$25.3M
1
2
3

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Nuance Investments's Q2 2025 Portfolio in Review

As of Q2 2025, Nuance Investments held 53 positions worth $1.28B, down 16% from $1.52B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Nuance Investments withdrew a net $257M in Q2 2025, closing 7 positions and reducing 27 holdings. Its most notable exit was Dentsply Sirona, an estimated $134M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 30% of assets, down from 33% a quarter earlier, followed by Consumer Staples and Industrials.

Against the trend, Nuance Investments opened a new position in Informatica worth $43.6M.

  • Nuance Investments's largest Q2 2025 buy was Informatica: 1,788,876 shares worth $43.6M.
  • Nuance Investments added most to Clorox in Q2 2025, an estimated $73.1M increase.
  • Nuance Investments's biggest Q2 2025 reduction was Estee Lauder, cutting an estimated $86.7M.
  • Nuance Investments fully exited Dentsply Sirona in Q2 2025, selling an estimated $134M.
  • Nuance Investments's ten largest holdings make up 60% of its $1.28B portfolio in Q2 2025.
  • Nuance Investments opened 4 new positions and closed 7 in Q2 2025.
  • Nuance Investments's portfolio value fell 16% quarter-over-quarter to $1.28B.

Based on Nuance Investments's 13F filing for Q2 2025, filed 7 Aug 2025.