NI

Nuance Investments Portfolio holdings

AUM $908M
1-Year Est. Return 4.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.72B
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$118M
3
+$99.7M
4
KMB icon
Kimberly-Clark
KMB
+$65M
5
SCHW icon
Charles Schwab
SCHW
+$47M

Top Sells

1
+$252M
2
+$73.9M
3
+$73.3M
4
EG icon
Everest Group
EG
+$64.2M
5
XRAY icon
Dentsply Sirona
XRAY
+$61.7M

Sector Composition

1 Healthcare 30.79%
2 Financials 19.44%
3 Consumer Staples 15.91%
4 Industrials 14.81%
5 Real Estate 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.01%
9,708
-2,909
52
– –
-4,946,583
53
– –
-183,662
54
– –
-11,980
55
– –
-4,022
56
– –
-171,685
57
– –
-2,419,015
58
– –
-281,329
1 2
3