WMS PARTNERS, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 263
New Positions 29
Increased Positions 91
Decreased Positions 109
Positions with Activity 200
Sold Out Positions 49
Total Mkt Value (in $ millions) 774

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

Sector Weighting

Basic Materials 1.3%
Capital Goods 4.69%
Conglomerates 1.61%
Consumer Cyclical 1.98%
Consumer/Non-Cyclical 6.61%
Energy 2.69%
Financial 34.93%
Healthcare 7.36%
Services 11.16%
Technology 18.7%
Transportation 5.43%
Utilities 3.34%

200 Activity Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW -417 Sold Out 0
3M CO COM 4,885 -141 (2.81) 30,719
ABBOTT LABS COM 3,966 -119 (2.9) 84,393
ABBVIE INC COM 677 -39 (5.49) 10,472
ACCENTURE PLC IRELAND SHS CLASS A 973 -109 (10.11) 10,302
ACTAVIS PLC SHS 998 404 67.95 3,443
AFFILIATED MANAGERS GROUP COM 376 -72 (16.01) 1,658
AFLAC INC COM 621 13 2.09 9,781
ALCOA INC COM 311 31 11.11 22,221
ALPHA NAT RES INC COM 9 (4.17) 11,500
ALTRIA GROUP INC COM 1,510 278 22.51 29,799
AMERICAN INTL GROUP INC WT EXP 011921 529 529 New 21,776
AMERICAN TOWER CORP NEW COM 11,309 11,309 New 119,500
AMETEK INC NEW COM -217 Sold Out 0
AMGEN INC COM 1,024 -12 (1.13) 6,319
ANADARKO PETE CORP COM -186 Sold Out 0
ANSYS INC COM -1,608 Sold Out 0
APACHE CORP COM -239 Sold Out 0
APPLE INC COM 24,620 477 1.97 191,300
ARCH COAL INC COM 16 -4 (20.35) 16,225


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