NUANCE INVESTMENTS, LLC Q1 2019 Filing
Filed May 13, 2019
Portfolio Value
$1.9T
Holdings
54
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XRAYDENTSPLY SIRONA INC | 3,226,047 | $160.0B | 8.30% | |
| 2 | SF9SANDERSON FARMS INC | 1,168,370 | $154.0B | 7.99% | |
| 3 | TRVTRAVELERS COMPANIES INC | 1,003,320 | $137.6B | 7.14% | |
| 4 | HP5AEQUITY COMWLTH | 3,825,618 | $125.1B | 6.49% | |
| 5 | APHAMPHENOL CORP NEW | 920,711 | $87.0B | 4.51% | |
| 6 | RGAREINSURANCE GRP OF AMERICA I | 603,796 | $85.7B | 4.45% | |
| 7 | METMETLIFE INC | 1,950,820 | $83.0B | 4.31% | |
| 8 | UNMUNUM GROUP | 2,251,450 | $76.2B | 3.95% | |
| 9 | REEVEREST RE GROUP LTD | 325,696 | $70.3B | 3.65% | |
| 10 | WBC1EURWABCO HLDGS INC | 522,589 | $68.9B | 3.57% | |
| 11 | HTOSJW GROUP | 933,792 | $57.7B | 2.99% | |
| 12 | CERNCHFCERNER CORP | 966,386 | $55.3B | 2.87% | |
| 13 | AMATAPPLIED MATLS INC | 1,362,667 | $54.0B | 2.80% | |
| 14 | VLYVALLEY NATL BANCORP | 5,594,261 | $53.5B | 2.78% | |
| 15 | NTRSNORTHERN TR CORP | 531,765 | $48.1B | 2.49% | |
| 16 | SNNSMITH & NEPHEW PLC | 1,187,759 | $47.6B | 2.47% | |
| 17 | CALMCAL MAINE FOODS INC | 1,018,809 | $45.5B | 2.36% | |
| 18 | UMBFUMB FINL CORP | 704,875 | $45.1B | 2.34% | |
| 19 | —CONNECTICUT WTR SVC INC | 403,894 | $27.7B | 1.44% | |
| 20 | GOOGLALPHABET INC | 22,799 | $26.8B | 1.39% | |
| 21 | SCHWTHE CHARLES SCHWAB CORPORATI | 611,131 | $26.1B | 1.36% | |
| 22 | ABJAABB LTD | 1,344,634 | $25.4B | 1.32% | |
| 23 | DEODIAGEO P L C | 152,838 | $25.0B | 1.30% | |
| 24 | WERNWERNER ENTERPRISES INC | 729,447 | $24.9B | 1.29% | |
| 25 | LNNLINDSAY CORP | 253,776 | $24.6B | 1.27% | |
| 26 | BAXBAXTER INTL INC | 301,847 | $24.5B | 1.27% | |
| 27 | SSDSIMPSON MANUFACTURING CO INC | 384,753 | $22.8B | 1.18% | |
| 28 | ATRAPTARGROUP INC | 214,155 | $22.8B | 1.18% | |
| 29 | JNJJOHNSON & JOHNSON | 155,486 | $21.7B | 1.13% | |
| 30 | CBCHUBB LIMITED | 146,260 | $20.5B | 1.06% | |
| 31 | MMM3M CO | 84,257 | $17.5B | 0.91% | |
| 32 | ECLECOLAB INC | 91,461 | $16.1B | 0.84% | |
| 33 | WTMWHITE MTNS INS GROUP LTD | 17,277 | $16.0B | 0.83% | |
| 34 | GMEDGLOBUS MED INC | 323,001 | $16.0B | 0.83% | |
| 35 | BF/BBROWN FORMAN CORP | 301,997 | $15.9B | 0.83% | |
| 36 | UHSUNIVERSAL HLTH SVCS INC | 107,878 | $14.4B | 0.75% | |
| 37 | GGGGRACO INC | 172,289 | $8.5B | 0.44% | |
| 38 | MDTMEDTRONIC PLC | 85,568 | $7.8B | 0.40% | |
| 39 | —AQUA AMERICA INC | 207,986 | $7.6B | 0.39% | |
| 40 | SYYSYSCO CORP | 112,121 | $7.5B | 0.39% | |
| 41 | HRUSDHEALTHCARE RLTY TR | 230,913 | $7.4B | 0.38% | |
| 42 | AFLAFLAC INC | 142,365 | $7.1B | 0.37% | |
| 43 | ICUIICU MED INC | 29,208 | $7.0B | 0.36% | |
| 44 | TELTE CONNECTIVITY LTD | 85,764 | $6.9B | 0.36% | |
| 45 | IFFINTERNATIONAL FLAVORS&FRAGRA | 53,538 | $6.9B | 0.36% | |
| 46 | ALVAUTOLIV INC | 92,258 | $6.8B | 0.35% | |
| 47 | MSEXMIDDLESEX WATER CO | 120,970 | $6.8B | 0.35% | |
| 48 | ACNACCENTURE PLC IRELAND | 4,644 | $817.0M | 0.04% | |
| 49 | BDXBECTON DICKINSON & CO | 3,239 | $809.0M | 0.04% | |
| 50 | WMTWALMART INC | 7,859 | $766.0M | 0.04% | |
| 51 | IWSISHARES TR | 4,813 | $418.0M | 0.02% | |
| 52 | SYKSTRYKER CORP | 2,058 | $406.0M | 0.02% | |
| 53 | LINLINDE PLC | 2,247 | $395.0M | 0.02% | |
| 54 | USBUS BANCORP DEL | 7,680 | $370.0M | 0.02% |