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) 499

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

Sector Weighting

Basic Materials 4.16%
Capital Goods 4.64%
Conglomerates
Consumer Cyclical 5.18%
Consumer/Non-Cyclical 0.86%
Energy 0.3%
Financial 19.48%
Healthcare 17.65%
Services 24.48%
Technology 23.15%
Transportation 0.1%
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 38,598 -1,194 (3) 334,314
VISA INC COM CL A 35,323 -1,681 (4.54) 529,416
SHIRE PLC SPONSORED ADR 32,417 -1,478 (4.36) 134,375
TRACTOR SUPPLY CO COM 30,289 13 .04 336,168
ROPER TECHNOLOGIES INC COM 27,641 145 .53 160,171
SIGNATURE BK NEW YORK N Y COM 26,403 453 1.75 181,387
O REILLY AUTOMOTIVE INC NEW COM 25,867 -591 (2.23) 114,237
CARMAX INC COM 25,373 817 3.33 382,408
CATAMARAN CORP COM 23,762 388 1.66 389,005
COGNIZANT TECHNOLOGY SOLUTIONS CL A 23,458 343 1.49 383,450
FASTENAL CO COM 23,131 22,641 4,624.14 548,000
FACTSET RESH SYS INC COM 20,838 -214 (1.02) 128,468
PRECISION CASTPARTS CORP COM 20,559 3,153 18.11 102,293
PRICELINE GRP INC COM NEW 20,413 959 4.93 18,428
AIR LEASE CORP CL A 17,577 308 1.78 512,587
PRICE T ROWE GROUP INC COM 15,686 1,592 11.29 202,477
IPG PHOTONICS CORP COM 15,104 357 2.42 183,607
F5 NETWORKS INC COM 13,070 13,070 New 108,870
UBIQUITI NETWORKS INC COM 13,042 13,042 New 406,680
MYRIAD GENETICS INC COM 12,526 236 1.92 375,032


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