PROVIDENT INVESTMENT MANAGEMENT, INC. Information

39555 ORCHARD HILL PLACE, STE. 139, NOVI, Michigan, 48375, (248) 380-1700

Report Date: 03/31/2015

Position Statistics

Total Positions 55
New Positions 2
Increased Positions 15
Decreased Positions 23
Positions with Activity 38
Sold Out Positions 2
Total Mkt Value (in $ millions) 490

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.14%
Capital Goods 4.61%
Conglomerates
Consumer Cyclical 5.63%
Consumer/Non-Cyclical 0.91%
Energy 0.29%
Financial 20.92%
Healthcare 18.72%
Services 20.16%
Technology 24.17%
Transportation 0.1%
Utilities

55 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VISA INC COM CL A 40,241 -1,915 (4.54) 529,416
GILEAD SCIENCES INC COM 38,683 -1,197 (3) 334,314
SHIRE PLC SPONSORED ADR 35,392 -1,613 (4.36) 134,375
TRACTOR SUPPLY CO COM 31,022 13 .04 336,168
O REILLY AUTOMOTIVE INC NEW COM 27,612 -631 (2.23) 114,237
ROPER TECHNOLOGIES INC COM 26,712 140 .53 160,171
SIGNATURE BK NEW YORK N Y COM 26,568 456 1.75 181,387
CARMAX INC COM 24,574 792 3.33 382,408
COGNIZANT TECHNOLOGY SOLUTIONS CL A 23,874 349 1.49 383,450
FASTENAL CO COM 22,589 22,110 4,624.14 548,000
PRICELINE GRP INC COM NEW 22,472 1,056 4.93 18,428
FACTSET RESH SYS INC COM 21,205 -218 (1.02) 128,468
PRECISION CASTPARTS CORP COM 20,071 3,078 18.11 102,293
AIR LEASE CORP CL A 17,325 303 1.78 512,587
IPG PHOTONICS CORP COM 17,131 405 2.42 183,607
PRICE T ROWE GROUP INC COM 15,704 1,594 11.29 202,477
F5 NETWORKS INC COM 14,424 14,424 New 108,870
UBIQUITI NETWORKS INC COM 12,790 12,790 New 406,680
MYRIAD GENETICS INC COM 12,496 235 1.92 375,032
FIRST FINL BANCORP OH COM 7,193 New 393,069


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