WMS PARTNERS, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 248
New Positions 7
Increased Positions 67
Decreased Positions 63
Positions with Activity 130
Sold Out Positions 12
Total Mkt Value (in $ millions) 666

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

Sector Weighting

Basic Materials 1.65%
Capital Goods 6.14%
Conglomerates 2.05%
Consumer Cyclical 2.49%
Consumer/Non-Cyclical 7.83%
Energy 3.7%
Financial 25.51%
Healthcare 9.32%
Services 8.05%
Technology 22.06%
Transportation 6.94%
Utilities 4.08%

63 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SOUTHWESTERN ENERGY CO COM -589 Sold Out 0
STANLEY BLACK & DECKER INC COM -278 Sold Out 0
WYNN RESORTS LTD COM -221 Sold Out 0


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