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
51
$907K 0.02%
12,842
+3,582
52
$880K 0.02%
11,855
+3,369
53
$715K 0.02%
14,194
-13,574
54
$624K 0.01%
3,500
-1,918
55
$602K 0.01%
2,367
+301
56
$291K 0.01%
4,022
-49
57
– –
-1,038,323
58
– –
-307,965
1 2
3