WMS PARTNERS, LLC Information

TOWSON CITY CENTER, TOWSON, Maryland, 21204, (410) 337-7575

Report Date: 09/30/2014

Position Statistics

Total Positions 246
New Positions 7
Increased Positions 66
Decreased Positions 63
Positions with Activity 129
Sold Out Positions 12
Total Mkt Value (in $ millions) 651

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

Sector Weighting

Basic Materials 1.69%
Capital Goods 5.58%
Conglomerates 2.07%
Consumer Cyclical 2.47%
Consumer/Non-Cyclical 7.72%
Energy 3.43%
Financial 25.83%
Healthcare 9.92%
Services 8.21%
Technology 22.17%
Transportation 6.94%
Utilities 3.79%

129 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CARMAX INC COM -242 Sold Out 0
EBAY INC COM -470 Sold Out 0
HELMERICH & PAYNE INC COM -171 Sold Out 0
ISHARES TR RUS 2000 VAL ETF -198 Sold Out 0
NEWMONT MINING CORP COM -192 Sold Out 0
NOVAVAX INC COM -71 Sold Out 0
SOUTHWESTERN ENERGY CO COM -554 Sold Out 0
STANLEY BLACK & DECKER INC COM -283 Sold Out 0
WYNN RESORTS LTD COM -181 Sold Out 0


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