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) 777

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 4.7%
Conglomerates 1.61%
Consumer Cyclical 2.05%
Consumer/Non-Cyclical 6.64%
Energy 2.65%
Financial 34.42%
Healthcare 7.62%
Services 11.41%
Technology 18.65%
Transportation 5.37%
Utilities 3.38%

109 DECREASED 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 -459 Sold Out 0
AMETEK INC NEW COM -213 Sold Out 0
ANADARKO PETE CORP COM -183 Sold Out 0
ANSYS INC COM -1,607 Sold Out 0
APACHE CORP COM -231 Sold Out 0
CDK GLOBAL INC COM -56 Sold Out 0
CHURCH & DWIGHT INC COM -311 Sold Out 0
CITRIX SYS INC COM -213 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2014 -705 Sold Out 0
CONCHO RES INC COM -724 Sold Out 0
CORE LABORATORIES N V COM -237 Sold Out 0
COSTAR GROUP INC COM -1,102 Sold Out 0
CSX CORP COM -311 Sold Out 0
DEALERTRACK TECHNOLOGIES INC COM -416 Sold Out 0
DISCOVER FINL SVCS COM -874 Sold Out 0
DORMAN PRODUCTS INC COM -595 Sold Out 0
EXAMWORKS GROUP INC COM -1,134 Sold Out 0
FASTENAL CO COM -1,361 Sold Out 0
FINANCIAL ENGINES INC COM -669 Sold Out 0
HALYARD HEALTH INC COM -28 Sold Out 0


Latest News Headlines

View All Latest Headlines
Create your free portfolio