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Nuance Investments Portfolio holdings

AUM $588M
1-Year Est. Return 6.93%
This Fund
S&P 500
This Quarter Est. Return
-0.64%
1 Year Est. Return
+6.93%
3 Year Est. Return
-3.13%
5 Year Est. Return
-5.61%
10 Year Est. Return
+43.7%
AUM
$982M
AUM Growth
-$302M
Cap. Flow
-$314M
Cap. Flow %
-31.96%
Top 10 Hldgs %
58.09%
Holding
53
New
7
Increased
14
Reduced
25
Closed
7

Top Buys

Rank Stock Value
1
AHL
Aspen Insurance
AHL
+$39.4M
2
WAT icon
Waters Corp
WAT
+$38M
3
INFA
Informatica
INFA
+$16.6M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$16.1M
5
KVUE icon
Kenvue
KVUE
+$14.6M

Top Sells

Rank Stock Value
1
EL icon
Estee Lauder
EL
+$85.3M
2
HOLX
Hologic
HOLX
+$67.5M
3
GL icon
Globe Life
GL
+$42.2M
4
QGEN icon
Qiagen
QGEN
+$39.2M
5
HSIC icon
Henry Schein
HSIC
+$34.2M

Sector Composition

Rank Sector Weight
1 Healthcare 24.5%
2 Industrials 19.01%
3 Utilities 18.02%
4 Consumer Staples 16.5%
5 Financials 12.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
51
M&T Bank
MTB
$36.2B
– –
-20,025
Closed -$3.88M
RJF icon
52
Raymond James Financial
RJF
$34B
– –
-26,418
Closed -$4.05M
TGT icon
53
Target
TGT
$68B
– –
-52,568
Closed -$5.19M
1 2
3

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Diadema Partners Morristown, New Jersey $588M AUM 182.75% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
PFG
Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return
FMI
Frec Markets Inc San Francisco, California $587M AUM
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
TAM
Talos Asset Management New York $585M AUM 204.8% 1-Year Est. Return

Nuance Investments's Q3 2025 Portfolio in Review

As of Q3 2025, Nuance Investments held 53 positions worth $982M, down 23% from $1.28B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Nuance Investments withdrew a net $314M in Q3 2025, closing 7 positions and reducing 25 holdings. Its most notable exit was Agilent Technologies, an estimated $9.52M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 25% of assets, down from 30% a quarter earlier, followed by Industrials and Utilities.

Against the trend, Nuance Investments opened a new position in Aspen Insurance worth $44M.

  • Nuance Investments's largest Q3 2025 buy was Aspen Insurance: 1,198,155 shares worth $44M.
  • Nuance Investments added most to Waters Corp in Q3 2025, an estimated $38M increase.
  • Nuance Investments's biggest Q3 2025 reduction was Estee Lauder, cutting an estimated $85.3M.
  • Nuance Investments fully exited Agilent Technologies in Q3 2025, selling an estimated $9.52M.
  • Nuance Investments's ten largest holdings make up 58% of its $982M portfolio in Q3 2025.
  • Nuance Investments opened 7 new positions and closed 7 in Q3 2025.
  • Nuance Investments's portfolio value fell 23% quarter-over-quarter to $982M.

Based on Nuance Investments's 13F filing for Q3 2025, filed 6 Nov 2025.