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Nuance Investments Portfolio holdings

AUM $717M
1-Year Est. Return 3.8%
This Fund
S&P 500
This Quarter Est. Return
+2.09%
1 Year Est. Return
+3.8%
3 Year Est. Return
-6.33%
5 Year Est. Return
-7.35%
10 Year Est. Return
+40.65%
AUM
$717M
AUM Growth
-$190M
Cap. Flow
-$203M
Cap. Flow %
-28.3%
Top 10 Hldgs %
63.41%
Holding
53
New
8
Increased
10
Reduced
25
Closed
10

Top Buys

Rank Stock Value
1
MASI
Masimo
MASI
+$38.4M
2
QGEN icon
Qiagen
QGEN
+$24.5M
3
KMB icon
Kimberly-Clark
KMB
+$20.4M
4
WAT icon
Waters Corp
WAT
+$13.7M
5
TMO icon
Thermo Fisher Scientific
TMO
+$5.05M

Top Sells

Rank Stock Value
1
AHL
Aspen Insurance
AHL
+$57.2M
2
CLX icon
Clorox
CLX
+$31.6M
3
HTO
H2O America
HTO
+$28M
4
HOLX
Hologic
HOLX
+$26.9M
5
KVUE icon
Kenvue
KVUE
+$20.6M

Sector Composition

Rank Sector Weight
1 Healthcare 32.1%
2 Industrials 20.73%
3 Consumer Staples 18.45%
4 Utilities 18.37%
5 Financials 6.89%

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Nuance Investments's Q1 2026 Portfolio in Review

As of Q1 2026, Nuance Investments held 53 positions worth $717M, down 21% from $908M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Nuance Investments withdrew a net $203M in Q1 2026, closing 10 positions and reducing 25 holdings. Its most notable exit was Aspen Insurance, an estimated $57.2M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 32% of assets, up from 24% a quarter earlier, followed by Industrials and Consumer Staples.

Against the trend, Nuance Investments opened a new position in Masimo worth $43.5M.

  • Nuance Investments's largest Q1 2026 buy was Masimo: 244,704 shares worth $43.5M.
  • Nuance Investments added most to Qiagen in Q1 2026, an estimated $24.5M increase.
  • Nuance Investments's biggest Q1 2026 reduction was Clorox, cutting an estimated $31.6M.
  • Nuance Investments fully exited Aspen Insurance in Q1 2026, selling an estimated $57.2M.
  • Nuance Investments's ten largest holdings make up 63% of its $717M portfolio in Q1 2026.
  • Nuance Investments opened 8 new positions and closed 10 in Q1 2026.
  • Nuance Investments's portfolio value fell 21% quarter-over-quarter to $717M.

Based on Nuance Investments's 13F filing for Q1 2026, filed 8 May 2026.