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
$4.08B
AUM Growth
-$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$48.4M
2 +$36.4M
3 +$35.5M
4
MMM icon
3M
MMM
+$34.8M
5
EQC
Equity Commonwealth
EQC
+$30.9M

Top Sells

1 +$91.2M
2 +$63.4M
3 +$57.6M
4
SCHW icon
Charles Schwab
SCHW
+$37M
5
CB icon
Chubb
CB
+$35.4M

Sector Composition

1 Healthcare 26.95%
2 Financials 21.99%
3 Consumer Staples 16.09%
4 Industrials 16.03%
5 Utilities 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$380M 9.31%
4,858,818
+444,834
2
$304M 7.45%
8,901,432
-113,817
3
$301M 7.38%
2,494,361
-80,995
4
$249M 6.1%
3,582,918
-358,923
5
$228M 5.58%
1,395,980
-90,450
6
$184M 4.51%
1,463,921
+6,400
7
$180M 4.4%
3,620,518
+974,693
8
$177M 4.34%
7,158,581
-283,830
9
$177M 4.34%
11,593,009
+81,427
10
$174M 4.26%
1,325,789
+271,133
11
$154M 3.77%
12,138,872
-442,812
12
$141M 3.45%
971,433
-62,724
13
$109M 2.68%
975,056
+51,306
14
$103M 2.52%
2,175,780
+479,457
15
$91.8M 2.25%
4,999,446
+1,683,316
16
$81.5M 2%
1,661,215
+741,609
17
$75.9M 1.86%
1,567,434
+321,438
18
$75.2M 1.84%
4,094,832
+169,861
19
$68.4M 1.67%
1,137,593
+279,870
20
$64.6M 1.58%
521,448
-9,297
21
$59M 1.44%
1,822,276
+303,581
22
$57.4M 1.41%
275,670
-170,272
23
$56.7M 1.39%
1,455,785
+750,562
24
$54.4M 1.33%
2,372,044
+678,368
25
$52.9M 1.29%
1,306,201
-22,950