NI

Nuance Investments Portfolio holdings

AUM $982M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
-13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$42.7M
3
+$39.2M
4
UPS icon
United Parcel Service
UPS
+$24.7M
5
HTLD icon
Heartland Express
HTLD
+$13.9M

Top Sells

1
+$58.8M
2
+$22.9M
3
+$19M
4
MTB icon
M&T Bank
MTB
+$17.3M
5
DE icon
Deere & Co
DE
+$15.8M

Sector Composition

1 Healthcare 20%
2 Consumer Staples 16.81%
3 Energy 15.9%
4 Industrials 15.14%
5 Financials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85M 0.22%
+56,713
52
$2.84M 0.22%
+54,828
53
$2.83M 0.22%
64,125
+2,107
54
$2.83M 0.22%
+21,510
55
$2.83M 0.22%
32,126
-68,216
56
$2.8M 0.22%
133,930
+2,885
57
$2.8M 0.22%
43,127
+463
58
$2.76M 0.22%
56,132
+8,921
59
$2.73M 0.21%
50,141
-158,621
60
$2.73M 0.21%
+21,805
61
$2.73M 0.21%
52,489
+4,813
62
$2.72M 0.21%
25,012
-145,131
63
$2.7M 0.21%
111,588
-78,048
64
$2.69M 0.21%
+39,487
65
$2.68M 0.21%
+57,022
66
$2.67M 0.21%
11,474
-9,846
67
$2.66M 0.21%
+22,127
68
$2.62M 0.21%
+53,594
69
$2.61M 0.2%
44,135
+1,099
70
$2.54M 0.2%
36,604
+1,327
71
$2.4M 0.19%
2,465
+17
72
$746K 0.06%
+8,992
73
– –
-101,046
74
– –
-100,394
75
– –
-150,472
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3
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