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
$4.77B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$72.2M
2
+$41.9M
3
+$39M
4
CB icon
Chubb
CB
+$36.9M
5
MMM icon
3M
MMM
+$32.7M

Top Sells

1
+$258M
2
+$110M
3
+$108M
4
TRV icon
Travelers Companies
TRV
+$74.3M
5
EG icon
Everest Group
EG
+$35.9M

Sector Composition

1 Healthcare 30.83%
2 Financials 19.53%
3 Consumer Staples 14.63%
4 Industrials 13.17%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$403M 8.43%
12,642,319
+92,591
2
$338M 7.07%
2,487,848
-51,935
3
$320M 6.7%
11,904,726
-1,195,438
4
$270M 5.65%
3,050,223
+351,378
5
$252M 5.28%
4,946,583
-483,119
6
$246M 5.14%
2,449,860
+326,117
7
$246M 5.14%
1,750,377
+298,692
8
$244M 5.11%
1,301,190
-396,545
9
$207M 4.34%
1,470,094
-251,358
10
$207M 4.33%
10,739,345
+1,474,275
11
$149M 3.11%
13,817,036
+2,388,219
12
$148M 3.1%
938,942
-87,887
13
$143M 3%
2,563,171
+1,290,174
14
$140M 2.92%
1,720,123
-1,358,134
15
$135M 2.83%
5,419,085
-4,323,972
16
$115M 2.41%
3,019,568
+297,630
17
$106M 2.22%
961,672
+295,307
18
$105M 2.2%
739,965
+77,987
19
$88.5M 1.85%
401,169
+167,206
20
$72.8M 1.52%
219,688
-108,494
21
$68.2M 1.43%
1,538,842
-59,747
22
$66M 1.38%
1,347,127
+300,245
23
$53.4M 1.12%
350,038
+70,129
24
$52.5M 1.1%
2,093,936
+869,007
25
$52.3M 1.09%
776,837
+96,940
1
2 3