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) 454

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

Sector Weighting

Basic Materials 8.54%
Capital Goods 0.12%
Conglomerates
Consumer Cyclical 5.16%
Consumer/Non-Cyclical 1.11%
Energy 0.46%
Financial 20.58%
Healthcare 19.09%
Services 24.02%
Technology 20.78%
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 38,427 -84 (0.22) 375,267
VISA INC COM CL A 36,232 137 .38 139,848
SHIRE PLC SPONSORED ADR 30,223 -39 (0.13) 140,410
TRACTOR SUPPLY CO COM 25,763 542 2.15 335,017
ROPER INDS INC NEW COM 24,077 -53 (0.22) 158,451
EBAY INC COM 23,859 229 .97 422,989
O REILLY AUTOMOTIVE INC NEW COM 23,391 -202 (0.86) 121,700
CARMAX INC COM 22,233 22,233 New 369,878
SIGNATURE BK NEW YORK N Y COM 21,283 933 4.59 175,677
PRECISION CASTPARTS CORP COM 19,871 615 3.19 85,026
COGNIZANT TECHNOLOGY SOLUTIONS CL A 19,053 764 4.18 373,598
PRAXAIR INC COM 18,889 -38 (0.2) 149,342
CATAMARAN CORP COM 18,805 88 .47 380,520
FACTSET RESH SYS INC COM 18,451 -241 (1.29) 131,824
QUALCOMM INC COM 18,276 333 1.85 253,097
AIR LEASE CORP CL A 16,382 245 1.52 494,336
PRICE T ROWE GROUP INC COM 14,840 276 1.89 176,669
MYRIAD GENETICS INC COM 12,296 70 .57 362,065
IPG PHOTONICS CORP COM 11,846 382 3.33 166,260
FIRST FINL BANCORP OH COM 7,075 New 393,069