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) 459

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

Sector Weighting

Basic Materials 7.79%
Capital Goods 0.11%
Conglomerates
Consumer Cyclical 5.07%
Consumer/Non-Cyclical 1.07%
Energy 0.46%
Financial 19.9%
Healthcare 19.35%
Services 24.53%
Technology 21.32%
Transportation 0.14%
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 39,414 -86 (0.22) 375,267
VISA INC COM CL A 35,100 133 .38 139,848
SHIRE PLC SPONSORED ADR 31,031 -40 (0.13) 140,410
TRACTOR SUPPLY CO COM 26,989 568 2.15 335,017
ROPER INDS INC NEW COM 24,905 -55 (0.22) 158,451
CARMAX INC COM 23,561 23,561 New 369,878
O REILLY AUTOMOTIVE INC NEW COM 23,241 -201 (0.86) 121,700
EBAY INC COM 23,133 222 .97 422,989
SIGNATURE BK NEW YORK N Y COM 21,153 928 4.59 175,677
COGNIZANT TECHNOLOGY SOLUTIONS CL A 20,645 828 4.18 373,598
CATAMARAN CORP COM 19,669 92 .47 380,520
FACTSET RESH SYS INC COM 19,227 -252 (1.29) 131,824
PRAXAIR INC COM 18,399 -37 (0.2) 149,342
QUALCOMM INC COM 18,165 331 1.85 253,097
PRECISION CASTPARTS CORP COM 17,356 537 3.19 85,026
AIR LEASE CORP CL A 17,297 258 1.52 494,336
PRICE T ROWE GROUP INC COM 14,482 269 1.89 176,669
MYRIAD GENETICS INC COM 13,711 78 .57 362,065
IPG PHOTONICS CORP COM 12,215 394 3.33 166,260
FIRST FINL BANCORP OH COM 6,761 New 393,069


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