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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
-0.64%
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
$982M
AUM Growth
-$302M
Cap. Flow
-$314M
Cap. Flow %
-31.96%
Top 10 Hldgs %
58.09%
Holding
53
New
7
Increased
14
Reduced
25
Closed
7

Top Buys

Rank Stock Value
1
AHL
Aspen Insurance
AHL
+$39.4M
2
WAT icon
Waters Corp
WAT
+$38M
3
INFA
Informatica
INFA
+$16.6M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$16.1M
5
KVUE icon
Kenvue
KVUE
+$14.6M

Top Sells

Rank Stock Value
1
EL icon
Estee Lauder
EL
+$85.3M
2
HOLX
Hologic
HOLX
+$67.5M
3
GL icon
Globe Life
GL
+$42.2M
4
QGEN icon
Qiagen
QGEN
+$39.2M
5
HSIC icon
Henry Schein
HSIC
+$34.2M

Sector Composition

Rank Sector Weight
1 Healthcare 24.5%
2 Industrials 19.01%
3 Utilities 18.02%
4 Consumer Staples 16.5%
5 Financials 12.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLX icon
1
Clorox
CLX
$11.6B
$85.7M 8.72%
694,817
-153,289
-18% -$19M
CWT icon
2
California Water Service
CWT
$3.11B
$81M 8.24%
1,764,459
+35,844
+2% +$1.65M
MRTN icon
3
Marten Transport
MRTN
$1.44B
$65.3M 6.65%
6,122,415
+376,487
+7% +$4.58M
INFA
4
DELISTED
Informatica
INFA
$61.2M 6.23%
2,463,395
+674,519
+38% +$16.6M
WERN icon
5
Werner Enterprises
WERN
$2.76B
$51.5M 5.25%
1,957,825
-631,965
-24% -$17.7M
SOLV icon
6
Solventum
SOLV
$14.1B
$50.9M 5.18%
696,967
-186,425
-21% -$13.7M
HTO
7
H2O America
HTO
$2.74B
$49.8M 5.07%
1,021,922
+57,122
+6% +$2.85M
WAT icon
8
Waters Corp
WAT
$36.2B
$44M 4.48%
146,886
+125,854
+598% +$38M
AHL
9
DELISTED
Aspen Insurance
AHL
$44M 4.48%
+1,198,155
New +$39.4M
GL icon
10
Globe Life
GL
$14.3B
$37.2M 3.79%
260,218
-311,349
-54% -$42.2M
BDX icon
11
Becton Dickinson
BDX
$43.6B
$31.2M 3.17%
166,535
-85,354
-34% -$15.9M
IEX icon
12
IDEX
IEX
$16.6B
$26.5M 2.69%
162,594
+82,223
+102% +$13.9M
TMO icon
13
Thermo Fisher Scientific
TMO
$198B
$25.7M 2.62%
52,997
-34,898
-40% -$16.2M
KMB icon
14
Kimberly-Clark
KMB
$36B
$25.5M 2.6%
204,977
+55,593
+37% +$7.19M
HOLX
15
DELISTED
Hologic
HOLX
$24.4M 2.48%
361,449
-1,017,410
-74% -$67.5M
QGEN icon
16
Qiagen
QGEN
$8.49B
$24.1M 2.45%
538,821
-819,018
-60% -$39.2M
HSIC icon
17
Henry Schein
HSIC
$10B
$20.9M 2.12%
314,208
-494,249
-61% -$34.2M
NTRS icon
18
Northern Trust
NTRS
$34.2B
$18.9M 1.93%
140,523
-244,761
-64% -$31.5M
POR icon
19
Portland General Electric
POR
$6.07B
$17.4M 1.77%
396,173
+269,288
+212% +$11.3M
MKC icon
20
McCormick & Company Non-Voting
MKC
$13.9B
$15.4M 1.57%
+229,986
New +$16.1M
AWK icon
21
American Water Works
AWK
$26.4B
$13.9M 1.42%
99,995
-30,466
-23% -$4.3M
ATR icon
22
AptarGroup
ATR
$8.46B
$13.8M 1.4%
102,960
+30,080
+41% +$4.35M
EL icon
23
Estee Lauder
EL
$29.7B
$12.6M 1.28%
143,008
-957,738
-87% -$85.3M
EG icon
24
Everest Group
EG
$15.1B
$11.7M 1.19%
33,493
+12,457
+59% +$4.21M
KVUE icon
25
Kenvue
KVUE
$36.4B
$11.6M 1.18%
+713,402
New +$14.6M
1
2 3

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HIM
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AIM
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Nuance Investments's Q3 2025 Portfolio in Review

As of Q3 2025, Nuance Investments held 53 positions worth $982M, down 23% from $1.28B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Nuance Investments withdrew a net $314M in Q3 2025, closing 7 positions and reducing 25 holdings. Its most notable exit was Agilent Technologies, an estimated $9.52M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 25% of assets, down from 30% a quarter earlier, followed by Industrials and Utilities.

Against the trend, Nuance Investments opened a new position in Aspen Insurance worth $44M.

  • Nuance Investments's largest Q3 2025 buy was Aspen Insurance: 1,198,155 shares worth $44M.
  • Nuance Investments added most to Waters Corp in Q3 2025, an estimated $38M increase.
  • Nuance Investments's biggest Q3 2025 reduction was Estee Lauder, cutting an estimated $85.3M.
  • Nuance Investments fully exited Agilent Technologies in Q3 2025, selling an estimated $9.52M.
  • Nuance Investments's ten largest holdings make up 58% of its $982M portfolio in Q3 2025.
  • Nuance Investments opened 7 new positions and closed 7 in Q3 2025.
  • Nuance Investments's portfolio value fell 23% quarter-over-quarter to $982M.

Based on Nuance Investments's 13F filing for Q3 2025, filed 6 Nov 2025.