WMS PARTNERS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 255
New Positions 16
Increased Positions 83
Decreased Positions 98
Positions with Activity 181
Sold Out Positions 17
Total Mkt Value (in $ millions) 645

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

Sector Weighting

Basic Materials 1.7%
Capital Goods 7.39%
Conglomerates 2.16%
Consumer Cyclical 2.57%
Consumer/Non-Cyclical 7.88%
Energy 4.45%
Financial 24.77%
Healthcare 8.88%
Services 7.77%
Technology 21.5%
Transportation 6.72%
Utilities 4.13%

181 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ACORDA THERAPEUTICS INC COM -181 Sold Out 0
CARTER'S, INC. COM -578 Sold Out 0
CHUBB CORP COM -209 Sold Out 0
CLEAN HARBORS INC COM -610 Sold Out 0
DOMINION RES INC VA NEW COM -1,862 Sold Out 0
GLAXOSMITHKLINE PLC SPONSORED ADR -232 Sold Out 0
GOOGLE INC CL C -8,915 Sold Out 0
NORDSTROM INC COM -291 Sold Out 0
NOW INC COM -40 Sold Out 0
PIMCO ETF TR TOTL RETN ETF -1,007 Sold Out 0
RAYONIER ADVANCED MATLS INC COM -77 Sold Out 0
REALPAGE INC COM -186 Sold Out 0
SOUTHERN CO COM -349 Sold Out 0
SWISHER HYGIENE INC COM NEW -8 Sold Out 0
VANGUARD INDEX FDS REIT ETF -530 Sold Out 0
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF -565 Sold Out 0
WISDOMTREE INVTS INC COM -124 Sold Out 0
TESLA MTRS INC COM 298 6 2.08 1,230
WYNN RESORTS LTD COM 233 24 11.65 1,246
INTUITIVE SURGICAL INC COM NEW 696 139 24.86 1,507


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