WMS PARTNERS, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 265
New Positions 30
Increased Positions 91
Decreased Positions 111
Positions with Activity 202
Sold Out Positions 50
Total Mkt Value (in $ millions) 785

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

Sector Weighting

Basic Materials 1.32%
Capital Goods 4.82%
Conglomerates 1.67%
Consumer Cyclical 2.01%
Consumer/Non-Cyclical 6.67%
Energy 2.56%
Financial 34.64%
Healthcare 7.89%
Services 11.44%
Technology 18.19%
Transportation 5.38%
Utilities 3.18%

202 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 -507 Sold Out 0
AMETEK INC NEW COM -217 Sold Out 0
ANADARKO PETE CORP COM -169 Sold Out 0
ANSYS INC COM -1,573 Sold Out 0
APACHE CORP COM -229 Sold Out 0
CAREFUSION CORP COM -1,024 Sold Out 0
CDK GLOBAL INC COM -53 Sold Out 0
CHURCH & DWIGHT INC COM -317 Sold Out 0
CITRIX SYS INC COM -202 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2014 -705 Sold Out 0
CONCHO RES INC COM -650 Sold Out 0
CORE LABORATORIES N V COM -208 Sold Out 0
COSTAR GROUP INC COM -1,082 Sold Out 0
CSX CORP COM -287 Sold Out 0
DEALERTRACK TECHNOLOGIES INC COM -429 Sold Out 0
DISCOVER FINL SVCS COM -917 Sold Out 0
DORMAN PRODUCTS INC COM -545 Sold Out 0
EXAMWORKS GROUP INC COM -1,068 Sold Out 0
FASTENAL CO COM -1,380 Sold Out 0
FINANCIAL ENGINES INC COM -638 Sold Out 0


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