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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
+0.82%
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
$908M
AUM Growth
-$74.6M
Cap. Flow
-$87.7M
Cap. Flow %
-9.66%
Top 10 Hldgs %
61.46%
Holding
50
New
4
Increased
18
Reduced
23
Closed
5

Top Buys

Rank Stock Value
1
KVUE icon
Kenvue
KVUE
+$34.3M
2
ATR icon
AptarGroup
ATR
+$17.9M
3
LNN icon
Lindsay Corp
LNN
+$16M
4
AHL
Aspen Insurance
AHL
+$12.7M
5
QGEN icon
Qiagen
QGEN
+$12.2M

Top Sells

Rank Stock Value
1
INFA
Informatica
INFA
+$61.2M
2
WAT icon
Waters Corp
WAT
+$53.8M
3
TMO icon
Thermo Fisher Scientific
TMO
+$18.1M
4
EL icon
Estee Lauder
EL
+$13.6M
5
NTRS icon
Northern Trust
NTRS
+$12.4M

Sector Composition

Rank Sector Weight
1 Healthcare 23.89%
2 Industrials 22.47%
3 Utilities 18.2%
4 Consumer Staples 17.8%
5 Financials 13.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLX icon
1
Clorox
CLX
$11.6B
$79.3M 8.74%
786,789
+91,972
+13% +$9.98M
CWT icon
2
California Water Service
CWT
$3.11B
$79.1M 8.72%
1,825,390
+60,931
+3% +$2.78M
MRTN icon
3
Marten Transport
MRTN
$1.44B
$71.3M 7.86%
6,267,340
+144,925
+2% +$1.54M
WERN icon
4
Werner Enterprises
WERN
$2.76B
$58.5M 6.44%
1,948,964
-8,861
-0.5% -$243K
AHL
5
DELISTED
Aspen Insurance
AHL
$57.2M 6.3%
1,541,315
+343,160
+29% +$12.7M
SOLV icon
6
Solventum
SOLV
$14.1B
$50.9M 5.61%
642,073
-54,894
-8% -$4.2M
KVUE icon
7
Kenvue
KVUE
$36.4B
$48.5M 5.35%
2,813,985
+2,100,583
+294% +$34.3M
HTO
8
H2O America
HTO
$2.74B
$44.4M 4.89%
906,724
-115,198
-11% -$5.52M
QGEN icon
9
Qiagen
QGEN
$8.49B
$36.1M 3.98%
803,588
+264,767
+49% +$12.2M
GL icon
10
Globe Life
GL
$14.3B
$32.4M 3.57%
231,637
-28,581
-11% -$3.87M
ATR icon
11
AptarGroup
ATR
$8.46B
$30.3M 3.34%
248,193
+145,233
+141% +$17.9M
HOLX
12
DELISTED
Hologic
HOLX
$26.9M 2.96%
360,824
-625
-0.2% -$45.7K
BDX icon
13
Becton Dickinson
BDX
$43.6B
$24.3M 2.68%
125,213
-41,322
-25% -$7.86M
HSIC icon
14
Henry Schein
HSIC
$10B
$21.3M 2.35%
282,287
-31,921
-10% -$2.25M
LNN icon
15
Lindsay Corp
LNN
$1.17B
$21M 2.32%
178,571
+133,190
+293% +$16M
IEX icon
16
IDEX
IEX
$16.6B
$20.9M 2.3%
117,447
-45,147
-28% -$7.71M
EG icon
17
Everest Group
EG
$15.1B
$19M 2.09%
55,966
+22,473
+67% +$7.42M
POR icon
18
Portland General Electric
POR
$6.07B
$14.7M 1.62%
306,217
-89,956
-23% -$4.25M
AVA icon
19
Avista
AVA
$3.45B
$12.3M 1.35%
319,020
+30,817
+11% +$1.2M
TMO icon
20
Thermo Fisher Scientific
TMO
$198B
$12.2M 1.34%
21,010
-31,987
-60% -$18.1M
CVGW
21
DELISTED
Calavo Growers
CVGW
$11.9M 1.31%
546,933
+315,280
+136% +$6.99M
KMB icon
22
Kimberly-Clark
KMB
$36B
$11M 1.21%
109,060
-95,917
-47% -$10.5M
KNX icon
23
Knight Transportation
KNX
$12.5B
$9.65M 1.06%
184,670
-50,045
-21% -$2.35M
DGX icon
24
Quest Diagnostics
DGX
$23.3B
$9.64M 1.06%
55,556
+25,349
+84% +$4.62M
ARE icon
25
Alexandria Real Estate Equities
ARE
$8.75B
$9.37M 1.03%
191,480
+155,132
+427% +$9.13M
1
2

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Nuance Investments's Q4 2025 Portfolio in Review

As of Q4 2025, Nuance Investments held 50 positions worth $908M, down 7.6% from $982M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Nuance Investments withdrew a net $87.7M in Q4 2025, closing 5 positions and reducing 23 holdings. Its most notable exit was Informatica, an estimated $61.2M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 24% of assets, down from 25% a quarter earlier, followed by Industrials and Utilities.

Against the trend, Nuance Investments opened a new position in Essential Utilities worth $4.83M.

  • Nuance Investments's largest Q4 2025 buy was Essential Utilities: 126,035 shares worth $4.83M.
  • Nuance Investments added most to Kenvue in Q4 2025, an estimated $34.3M increase.
  • Nuance Investments's biggest Q4 2025 reduction was Waters Corp, cutting an estimated $53.8M.
  • Nuance Investments fully exited Informatica in Q4 2025, selling an estimated $61.2M.
  • Nuance Investments's ten largest holdings make up 61% of its $908M portfolio in Q4 2025.
  • Nuance Investments opened 4 new positions and closed 5 in Q4 2025.
  • Nuance Investments's portfolio value fell 7.6% quarter-over-quarter to $908M.

Based on Nuance Investments's 13F filing for Q4 2025, filed 11 Feb 2026.