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
$1.5B
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$38.2M
3
+$36.7M
4
CLX icon
Clorox
CLX
+$33.1M
5
KMB icon
Kimberly-Clark
KMB
+$32.5M

Top Sells

1
+$154M
2
+$33.6M
3
+$32.8M
4
MTB icon
M&T Bank
MTB
+$32.7M
5
GMED icon
Globus Medical
GMED
+$27.9M

Sector Composition

1 Financials 28.4%
2 Consumer Staples 21.7%
3 Healthcare 14.75%
4 Industrials 8.3%
5 Materials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,866
77
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-181,152
78
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-247,720
79
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-81,787
80
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-65,355
81
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-153,932
82
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-58,801
83
– –
-423,837
84
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-115,803
85
– –
-229,209
86
– –
-158,085
87
– –
-479,686
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4