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
$1.28B
AUM Growth
+$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$42.1M
3
+$37.6M
4
UPS icon
United Parcel Service
UPS
+$25.2M
5
HTLD icon
Heartland Express
HTLD
+$14.1M

Top Sells

1
+$58.1M
2
+$25.4M
3
+$18.9M
4
MTB icon
M&T Bank
MTB
+$18.1M
5
DE icon
Deere & Co
DE
+$15.7M

Sector Composition

1 Healthcare 20%
2 Consumer Staples 16.81%
3 Energy 15.9%
4 Industrials 15.14%
5 Financials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-224,451
77
– –
-68,660
78
– –
-210,477
79
– –
-61,744
1 2 3
4