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
$3.85B
AUM Growth
+$970M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$78.7M
3
+$77.7M
4
WTM icon
White Mountains Insurance
WTM
+$68.4M
5
CB icon
Chubb
CB
+$59.3M

Top Sells

1
+$217M
2
+$49.6M
3
+$40.1M
4
RGA icon
Reinsurance Group of America
RGA
+$39.5M
5
ABB
ABB Ltd
ABB
+$19.4M

Sector Composition

1 Financials 32.1%
2 Healthcare 25.02%
3 Consumer Staples 11.88%
4 Real Estate 9.38%
5 Technology 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$620K 0.02%
2,657
+184
52
$601K 0.02%
+9,746
53
$426K 0.01%
20,210
-1,902,243
54
$389K 0.01%
1,811
-1,722
55
$350K 0.01%
7,634
-4,177
56
$349K 0.01%
3,080
-66,347
57
$329K 0.01%
3,818
+225
58
$329K 0.01%
+672
59
$323K 0.01%
2,541
+106
60
$314K 0.01%
4,099
-27,343
61
– –
-11,908
62
– –
-8,720
63
– –
-317,932
64
– –
-6,152
65
– –
-4,582
66
– –
-6,761
67
– –
-42,728
68
– –
-1,606,523
69
– –
-3,962
1 2
3