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WMS PARTNERS, LLC Information

305 WASHINGTON AVE., TOWSON, Maryland, 21204, (410) 337-7575

Report Date: 03/31/2013

Position Statistics:

Total Positions 190
New Positions 28
Increased Positions 65
Decreased Positions 51
Positions with Activity 116
Sold Out Positions 9
Total Mkt Value
(in $ millions)		 537

Sector Weighting

Basic Materials 2.13%
Capital Goods 3.78%
Conglomerates 2.11%
Consumer Cyclical 2.44%
Consumer/Non-Cyclical 8.06%
Energy 4.38%
Financial 25.34%
Healthcare 9.04%
Services 12.32%
Technology 20.07%
Transportation 5.94%
Utilities 4.37%

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

116 Activity Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ANSYS INC COM 1,003 -36 (3.49) 13,814
EXPEDITORS INTL WASH INC COM 970 -155 (13.74) 25,325
CANADIAN NATL RY CO COM 968 -34 (3.39) 9,477
JPMORGAN CHASE & CO COM 913 -13 (1.45) 17,030
F5 NETWORKS INC COM 899 -49 (5.19) 10,958
SCHLUMBERGER LTD COM 858 14 1.63 11,346
SPDR SERIES TRUST NUVN BR SHT MUNI 852 -50 (5.53) 35,010
FINANCIAL ENGINES INC COM 801 176 28.19 18,716
GOLDMAN SACHS GROUP INC COM 770 -191 (19.89) 4,834
3-D SYS CORP DEL COM NEW 764 -283 (27) 16,425
MASTERCARD INC CL A 735 32 4.59 1,275
PATRIOT TRANSN HLDG INC COM 647 -15 (2.2) 22,266
ALTRIA GROUP INC COM 562 37 7.03 15,233
ACCENTURE PLC IRELAND SHS CLASS A 556 10 1.92 6,741
ISHARES TR IBOXX INV CPBD 554 -171 (23.56) 4,640
POTASH CORP SASK INC COM 521 10 1.86 12,318
AFLAC INC COM 507 -18 (3.43) 9,163
ISHARES TR BARCLYS 1-3 YR 503 -62 (10.99) 5,955
E M C CORP MASS COM 482 1 .31 20,364
ISHARES TR RUSSELL1000GRW 457 12 2.80 6,064

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