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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
+2.09%
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
$717M
AUM Growth
-$190M
(-21%)
Cap. Flow
-$203M
Cap. Flow
% of AUM
-28.3%
Top 10 Holdings %
Top 10 Hldgs %
63.41%
Holding
53
New
8
Increased
10
Reduced
25
Closed
10
Top Buys
| 1 |
MASI
Masimo
MASI
|
+$38.4M |
| 2 |
Qiagen
QGEN
|
+$24.5M |
| 3 |
Kimberly-Clark
KMB
|
+$20.4M |
| 4 |
Waters Corp
WAT
|
+$13.7M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$5.05M |
Top Sells
| 1 |
AHL
Aspen Insurance
AHL
|
+$57.2M |
| 2 |
Clorox
CLX
|
+$31.6M |
| 3 |
HTO
H2O America
HTO
|
+$28M |
| 4 |
HOLX
Hologic
HOLX
|
+$26.9M |
| 5 |
Kenvue
KVUE
|
+$20.6M |
Sector Composition
| 1 | Healthcare | 32.1% |
| 2 | Industrials | 20.73% |
| 3 | Consumer Staples | 18.45% |
| 4 | Utilities | 18.37% |
| 5 | Financials | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Northrop Grumman
NOC
$75.2B
| – | – |
-8,973
| Closed | -$5.12M |
|
52
Toro Company
TTC
$8.88B
| – | – |
-81,373
| Closed | -$6.41M |
|
|
AHL
53
DELISTED
Aspen Insurance
AHL
| – | – |
-1,541,315
| Closed | -$57.2M |
|
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