PROVIDENT INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 54
New Positions 6
Increased Positions 30
Decreased Positions 11
Positions with Activity 41
Sold Out Positions 1
Total Mkt Value (in $ millions) 437

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

Sector Weighting

Basic Materials 9.11%
Capital Goods 0.12%
Conglomerates
Consumer Cyclical 4.38%
Consumer/Non-Cyclical 1.1%
Energy 0.6%
Financial 19.38%
Healthcare 25.49%
Services 19.09%
Technology 20.63%
Transportation 0.09%
Utilities

54 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 40,452 2,198 5.75 376,084
SHIRE PLC SPONSORED ADR 34,353 177 .52 140,590
VISA INC COM CL A 29,608 256 .87 139,318
ROPER INDS INC NEW COM 23,909 81 .34 158,801
EBAY INC COM 23,251 699 3.10 418,937
TRACTOR SUPPLY CO COM 21,957 1,422 6.93 327,967
PRECISION CASTPARTS CORP COM 20,110 220 1.10 82,396
SIGNATURE BK NEW YORK N Y COM 19,898 72 .36 167,972
PRAXAIR INC COM 19,685 106 .54 149,642
O REILLY AUTOMOTIVE INC NEW COM 19,147 -458 (2.34) 122,750
QUALCOMM INC COM 18,910 257 1.38 248,491
RESMED INC COM 18,467 210 1.15 348,102
AIR LEASE CORP CL A 18,455 396 2.19 486,951
CATAMARAN CORP COM 17,846 17,846 New 378,745
FACTSET RESH SYS INC COM 17,014 266 1.59 133,549
COGNIZANT TECHNOLOGY SOLUTIONS CL A 16,400 504 3.17 358,623
PRICE T ROWE GROUP INC COM 14,043 1,864 15.31 173,385
MYRIAD GENETICS INC COM 13,029 13,029 New 360,015
IPG PHOTONICS CORP COM 11,050 371 3.48 160,895
FIRST FINL BANCORP OH COM 6,529 New 393,069