PROVIDENT INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 53
New Positions 0
Increased Positions 17
Decreased Positions 18
Positions with Activity 35
Sold Out Positions 3
Total Mkt Value (in $ millions) 466

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

Sector Weighting

Basic Materials 5.2%
Capital Goods 4.51%
Conglomerates
Consumer Cyclical 5.74%
Consumer/Non-Cyclical 0.85%
Energy 0.18%
Financial 20.07%
Healthcare 17.74%
Services 20.42%
Technology 24.93%
Transportation 0.06%
Utilities

53 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VISA INC COM CL A 36,551 -63 (0.17) 528,499
GILEAD SCIENCES INC COM 34,316 195 .57 336,229
SHIRE PLC SPONSORED ADR 29,676 -223 (0.74) 133,375
TRACTOR SUPPLY CO COM 28,194 228 .81 338,906
O REILLY AUTOMOTIVE INC NEW COM 26,741 -65 (0.24) 113,962
ROPER TECHNOLOGIES INC COM 24,982 -49 (0.2) 159,856
PRECISION CASTPARTS CORP COM 24,232 746 3.18 105,543
COGNIZANT TECHNOLOGY SOLUTIONS CL A 24,046 368 1.56 389,415
PRICELINE GRP INC COM NEW 23,773 826 3.60 19,091
SIGNATURE BK NEW YORK N Y COM 23,716 121 .51 182,317
CARMAX INC COM 23,146 194 .85 385,643
FASTENAL CO COM 21,017 467 2.27 560,446
FACTSET RESH SYS INC COM 19,967 -39 (0.2) 128,218
AIR LEASE CORP CL A 16,835 965 6.08 543,758
IPG PHOTONICS CORP COM 16,049 1,180 7.94 198,184
UBIQUITI NETWORKS INC COM 14,953 297 2.02 414,910
PRICE T ROWE GROUP INC COM 14,562 502 3.57 209,704
MYRIAD GENETICS INC COM 14,403 17 .12 375,482
F5 NETWORKS INC COM 13,918 980 7.57 117,115
FIRST FINL BANCORP OH COM 7,115 New 393,069