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 16
Decreased Positions 22
Positions with Activity 38
Sold Out Positions 2
Total Mkt Value (in $ millions) 516

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

Sector Weighting

Basic Materials 4.4%
Capital Goods 4.5%
Conglomerates
Consumer Cyclical 4.97%
Consumer/Non-Cyclical 0.86%
Energy 0.3%
Financial 19.14%
Healthcare 17.4%
Services 24.86%
Technology 23.46%
Transportation 0.11%
Utilities

55 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 37,346 -1,155 (3) 334,314
VISA INC COM CL A 36,858 -1,754 (4.54) 529,416
SHIRE PLC SPONSORED ADR 34,952 -1,593 (4.36) 134,375
TRACTOR SUPPLY CO COM 30,430 13 .04 336,168
ROPER TECHNOLOGIES INC COM 28,374 149 .53 160,171
CARMAX INC COM 27,690 892 3.33 382,408
SIGNATURE BK NEW YORK N Y COM 25,724 442 1.75 181,387
O REILLY AUTOMOTIVE INC NEW COM 25,635 -586 (2.23) 114,237
COGNIZANT TECHNOLOGY SOLUTIONS CL A 24,851 364 1.49 383,450
CATAMARAN CORP COM 23,434 383 1.66 389,005
FASTENAL CO COM 23,235 22,743 4,624.14 548,000
PRECISION CASTPARTS CORP COM 22,472 3,446 18.11 102,293
PRICELINE GRP INC COM NEW 22,270 1,047 4.93 18,428
FACTSET RESH SYS INC COM 21,401 -220 (1.02) 128,468
AIR LEASE CORP CL A 19,642 344 1.78 512,587
IPG PHOTONICS CORP COM 17,716 419 2.42 183,607
PRICE T ROWE GROUP INC COM 16,516 1,676 11.29 202,477
F5 NETWORKS INC COM 13,801 13,801 New 108,870
MYRIAD GENETICS INC COM 12,976 244 1.92 375,032
UBIQUITI NETWORKS INC COM 12,387 12,387 New 406,680


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