PROVIDENT INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 55
New Positions 2
Increased Positions 15
Decreased Positions 20
Positions with Activity 35
Sold Out Positions 3
Total Mkt Value (in $ millions) 455

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

Sector Weighting

Basic Materials 8.67%
Capital Goods 0.12%
Conglomerates
Consumer Cyclical 4.79%
Consumer/Non-Cyclical 1.11%
Energy 0.49%
Financial 20.65%
Healthcare 18.79%
Services 24.04%
Technology 21.2%
Transportation 0.15%
Utilities

55 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 37,943 -83 (0.22) 375,267
VISA INC COM CL A 35,977 136 .38 139,848
SHIRE PLC SPONSORED ADR 29,826 -38 (0.13) 140,410
TRACTOR SUPPLY CO COM 25,495 537 2.15 335,017
ROPER INDS INC NEW COM 25,428 -56 (0.22) 158,451
EBAY INC COM 23,011 220 .97 422,989
O REILLY AUTOMOTIVE INC NEW COM 21,778 -188 (0.86) 121,700
SIGNATURE BK NEW YORK N Y COM 21,773 955 4.59 175,677
CARMAX INC COM 20,976 20,976 New 369,878
PRECISION CASTPARTS CORP COM 20,224 626 3.19 85,026
COGNIZANT TECHNOLOGY SOLUTIONS CL A 19,913 798 4.18 373,598
PRAXAIR INC COM 19,213 -39 (0.2) 149,342
AIR LEASE CORP CL A 19,151 286 1.52 494,336
CATAMARAN CORP COM 18,779 88 .47 380,520
QUALCOMM INC COM 18,291 333 1.85 253,097
FACTSET RESH SYS INC COM 18,060 -236 (1.29) 131,824
PRICE T ROWE GROUP INC COM 14,708 273 1.89 176,669
IPG PHOTONICS CORP COM 12,080 390 3.33 166,260
MYRIAD GENETICS INC COM 12,039 68 .57 362,065
FIRST FINL BANCORP OH COM 7,170 New 393,069