PROVIDENT INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 49
New Positions 3
Increased Positions 19
Decreased Positions 15
Positions with Activity 34
Sold Out Positions 0
Total Mkt Value (in $ millions) 384

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

Sector Weighting

Basic Materials 9.99%
Capital Goods 0.28%
Conglomerates
Consumer Cyclical 5.3%
Consumer/Non-Cyclical 1.31%
Energy 0.47%
Financial 23.34%
Healthcare 22.26%
Services 14.35%
Technology 22.52%
Transportation 0.18%
Utilities

49 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VISA INC COM CL A 27,573 -836 (2.94) 140,229
GILEAD SCIENCES INC COM 24,168 -1,428 (5.58) 366,019
EBAY INC COM 21,678 202 .94 405,492
ROPER INDS INC NEW COM 20,620 273 1.34 158,411
SIGNATURE BK NEW YORK N Y COM 20,418 -253 (1.22) 168,392
O REILLY AUTOMOTIVE INC NEW COM 20,357 -387 (1.86) 143,430
SHIRE PLC SPONSORED ADR 19,968 94 .47 139,800
PRECISION CASTPARTS CORP COM 19,840 159 .81 81,176
VARIAN MED SYS INC COM 19,746 20 .10 246,645
QUALCOMM INC COM 18,954 346 1.86 242,970
PRAXAIR INC COM 18,509 173 .94 145,742
TRACTOR SUPPLY CO COM 17,772 -102 (0.57) 264,897
COGNIZANT TECHNOLOGY SOLUTIONS CL A 16,115 16,115 New 340,628
WATERS CORP COM 15,201 -1,581 (9.42) 140,746
RESMED INC COM 14,500 607 4.37 326,351
FACTSET RESH SYS INC COM 13,462 28 .21 131,351
AIR LEASE CORP CL A 12,285 12,285 New 341,240
PRICE T ROWE GROUP INC COM 11,706 -33 (0.28) 151,528
HCC INS HLDGS INC COM 9,166 -4,359 (32.23) 204,507
FRANKLIN RES INC COM 6,819 163 2.45 131,650