NUANCE INVESTMENTS, LLC Q3 2023 Filing
Filed November 8, 2023
Portfolio Value
$4.1T
Holdings
48
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MMM3M CO | 4,062,557 | $380.3B | 9.31% | |
| 2 | XRAYDENTSPLY SIRONA INC | 8,901,432 | $304.1B | 7.45% | |
| 3 | KMBKIMBERLY-CLARK CORP | 2,494,361 | $301.4B | 7.38% | |
| 4 | NTRSNORTHERN TR CORP | 3,582,918 | $248.9B | 6.10% | |
| 5 | TRVTRAVELERS COMPANIES INC | 1,395,980 | $228.0B | 5.58% | |
| 6 | UHSUNIVERSAL HLTH SVCS INC | 1,463,921 | $184.1B | 4.51% | |
| 7 | GMEDGLOBUS MED INC | 3,620,518 | $179.8B | 4.40% | |
| 8 | SNNSMITH & NEPHEW PLC | 7,158,581 | $177.3B | 4.34% | |
| 9 | HRHEALTHCARE RLTY TR | 11,593,009 | $177.0B | 4.34% | |
| 10 | CLXCLOROX CO DEL | 1,325,789 | $173.8B | 4.26% | |
| 11 | JT5MUELLER WTR PRODS INC | 12,138,872 | $153.9B | 3.77% | |
| 12 | RGAREINSURANCE GRP OF AMERICA I | 971,433 | $141.0B | 3.45% | |
| 13 | ZBHZIMMER BIOMET HOLDINGS INC | 975,056 | $109.4B | 2.68% | |
| 14 | CWTCALIFORNIA WTR SVC GROUP | 2,175,780 | $102.9B | 2.52% | |
| 15 | HP5AEQUITY COMWLTH | 4,999,446 | $91.8B | 2.25% | |
| 16 | INDBINDEPENDENT BK CORP MASS | 1,661,215 | $81.5B | 2.00% | |
| 17 | CALMCAL MAINE FOODS INC | 1,567,434 | $75.9B | 1.86% | |
| 18 | DOCHEALTHPEAK PROPERTIES INC | 4,094,832 | $75.2B | 1.84% | |
| 19 | HTOSJW GROUP | 1,137,593 | $68.4B | 1.67% | |
| 20 | AWCAMERICAN WTR WKS CO INC NEW | 521,448 | $64.6B | 1.58% | |
| 21 | AVAAVISTA CORP | 1,822,276 | $59.0B | 1.44% | |
| 22 | CBCHUBB LIMITED | 275,670 | $57.4B | 1.41% | |
| 23 | WERNWERNER ENTERPRISES INC | 1,455,785 | $56.7B | 1.39% | |
| 24 | TOWNTOWNEBANK PORTSMOUTH VA | 2,372,044 | $54.4B | 1.33% | |
| 25 | PORPORTLAND GEN ELEC CO | 1,306,201 | $52.9B | 1.29% | |
| 26 | AVOMISSION PRODUCE INC | 4,293,567 | $41.6B | 1.02% | |
| 27 | LNNLINDSAY CORP | 350,675 | $41.3B | 1.01% | |
| 28 | CVGWCALAVO GROWERS INC | 1,561,845 | $39.4B | 0.97% | |
| 29 | ATRAPTARGROUP INC | 283,203 | $35.4B | 0.87% | |
| 30 | ICUIICU MED INC | 292,670 | $34.8B | 0.85% | |
| 31 | APHAMPHENOL CORP NEW | 414,302 | $34.8B | 0.85% | |
| 32 | MDTMEDTRONIC PLC | 359,353 | $28.2B | 0.69% | |
| 33 | WATWATERS CORP | 91,974 | $25.2B | 0.62% | |
| 34 | HIGHARTFORD FINL SVCS GROUP INC | 340,810 | $24.2B | 0.59% | |
| 35 | WRBBERKLEY W R CORP | 370,632 | $23.5B | 0.58% | |
| 36 | CFRCULLEN FROST BANKERS INC | 253,679 | $23.1B | 0.57% | |
| 37 | GGGGRACO INC | 308,941 | $22.5B | 0.55% | |
| 38 | WTRGESSENTIAL UTILS INC | 628,300 | $21.6B | 0.53% | |
| 39 | AREALEXANDRIA REAL ESTATE EQ IN | 145,841 | $14.6B | 0.36% | |
| 40 | DEODIAGEO PLC | 96,508 | $14.4B | 0.35% | |
| 41 | CBSHCOMMERCE BANCSHARES INC | 257,709 | $12.4B | 0.30% | |
| 42 | BDXBECTON DICKINSON & CO | 44,986 | $11.6B | 0.28% | |
| 43 | DYHTARGET CORP | 97,132 | $10.7B | 0.26% | |
| 44 | NVSTENVISTA HOLDINGS CORPORATION | 373,023 | $10.4B | 0.25% | |
| 45 | IWSISHARES TR | 94,141 | $9.8B | 0.24% | |
| 46 | SCHWSCHWAB CHARLES CORP | 62,346 | $3.4B | 0.08% | |
| 47 | AMZNAMAZON COM INC | 2,753 | $350.0M | 0.01% | |
| 48 | GOOGLALPHABET INC | 2,110 | $276.1M | 0.01% |