NUANCE INVESTMENTS, LLC Q3 2020 Filing
Filed November 12, 2020
Portfolio Value
$4.3T
Holdings
53
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRVTRAVELERS COMPANIES INC | 3,414,354 | $369.4B | 8.68% | |
| 2 | XRAYDENTSPLY SIRONA INC | 7,318,361 | $320.0B | 7.52% | |
| 3 | HP5AEQUITY COMWLTH | 11,100,607 | $295.6B | 6.94% | |
| 4 | CBCHUBB LIMITED | 2,289,858 | $265.9B | 6.24% | |
| 5 | SNNSMITH & NEPHEW GROUP PLC | 5,680,070 | $222.1B | 5.22% | |
| 6 | DEODIAGEO PLC | 1,601,258 | $220.4B | 5.18% | |
| 7 | APHAMPHENOL CORP NEW | 1,876,816 | $203.2B | 4.77% | |
| 8 | SF9SANDERSON FARMS INC | 1,693,557 | $199.8B | 4.69% | |
| 9 | NTRSNORTHERN TR CORP | 2,507,594 | $195.5B | 4.59% | |
| 10 | CALMCAL MAINE FOODS INC | 4,887,195 | $187.5B | 4.40% | |
| 11 | SCHWSCHWAB CHARLES CORP | 4,193,849 | $151.9B | 3.57% | |
| 12 | HTOSJW GROUP | 2,424,587 | $147.6B | 3.47% | |
| 13 | ICUIICU MED INC | 729,677 | $133.4B | 3.13% | |
| 14 | MMSIMERIT MED SYS INC | 2,877,195 | $125.2B | 2.94% | |
| 15 | WTMWHITE MTNS INS GROUP LTD | 109,715 | $85.5B | 2.01% | |
| 16 | METMETLIFE INC | 2,257,510 | $83.9B | 1.97% | |
| 17 | WTRGESSENTIAL UTILS INC | 2,018,269 | $81.2B | 1.91% | |
| 18 | —WRIGHT MED GROUP N V | 2,658,378 | $81.2B | 1.91% | |
| 19 | JT5MUELLER WTR PRODS INC | 7,287,640 | $75.7B | 1.78% | |
| 20 | —ESSENTIAL UTILS INC | 1,302,450 | $69.7B | 1.64% | |
| 21 | AMTTD AMERITRADE HLDG CORP | 1,460,931 | $57.2B | 1.34% | |
| 22 | GMEDGLOBUS MED INC | 1,074,954 | $53.2B | 1.25% | |
| 23 | LNNLINDSAY CORP | 514,985 | $49.8B | 1.17% | |
| 24 | VLYVALLEY NATL BANCORP | 6,822,140 | $46.7B | 1.10% | |
| 25 | AVBAVALONBAY CMNTYS INC | 290,911 | $43.4B | 1.02% | |
| 26 | BXPBOSTON PROPERTIES INC | 511,928 | $41.1B | 0.97% | |
| 27 | REEVEREST RE GROUP LTD | 207,642 | $41.0B | 0.96% | |
| 28 | CWTCALIFORNIA WTR SVC GROUP | 915,951 | $39.8B | 0.93% | |
| 29 | MMM3M CO | 235,416 | $37.7B | 0.89% | |
| 30 | HRUSDHEALTHCARE RLTY TR | 1,227,277 | $37.0B | 0.87% | |
| 31 | ONON SEMICONDUCTOR CORP | 1,172,309 | $25.4B | 0.60% | |
| 32 | RGAREINSURANCE GRP OF AMERICA I | 258,840 | $24.6B | 0.58% | |
| 33 | CVGWCALAVO GROWERS INC | 365,146 | $24.2B | 0.57% | |
| 34 | VAREURVARIAN MED SYS INC | 138,004 | $23.7B | 0.56% | |
| 35 | WRBBERKLEY W R CORP | 360,794 | $22.1B | 0.52% | |
| 36 | UMBFUMB FINL CORP | 408,333 | $20.0B | 0.47% | |
| 37 | JNJJOHNSON & JOHNSON | 128,598 | $19.1B | 0.45% | |
| 38 | BDXBECTON DICKINSON & CO | 58,755 | $13.7B | 0.32% | |
| 39 | MLMMARTIN MARIETTA MATLS INC | 57,587 | $13.6B | 0.32% | |
| 40 | XYLXYLEM INC | 149,289 | $12.6B | 0.29% | |
| 41 | GGGGRACO INC | 203,453 | $12.5B | 0.29% | |
| 42 | ATRAPTARGROUP INC | 107,570 | $12.2B | 0.29% | |
| 43 | UHSUNIVERSAL HLTH SVCS INC | 111,655 | $11.9B | 0.28% | |
| 44 | CBRECBRE GROUP INC | 251,550 | $11.8B | 0.28% | |
| 45 | ABJAABB LTD | 452,047 | $11.5B | 0.27% | |
| 46 | MSEXMIDDLESEX WTR CO | 178,539 | $11.1B | 0.26% | |
| 47 | BAXBAXTER INTL INC | 137,865 | $11.1B | 0.26% | |
| 48 | TOWNTOWNEBANK PORTSMOUTH VA | 575,913 | $9.4B | 0.22% | |
| 49 | GOOGLALPHABET INC | 1,745 | $2.6B | 0.06% | |
| 50 | IWSISHARES TR | 26,159 | $2.1B | 0.05% | |
| 51 | AMATAPPLIED MATLS INC | 7,700 | $458.0M | 0.01% | |
| 52 | MDTMEDTRONIC PLC | 2,673 | $278.0M | 0.01% | |
| 53 | RTXRAYTHEON TECHNOLOGIES CORP | 4,610 | $265.0M | 0.01% |