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) 777

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 4.79%
Conglomerates 1.69%
Consumer Cyclical 2.05%
Consumer/Non-Cyclical 6.7%
Energy 2.56%
Financial 34.56%
Healthcare 7.81%
Services 11.52%
Technology 18.2%
Transportation 5.4%
Utilities 3.19%

91 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 108,806 108,806 New 500
APPLE INC COM 24,590 476 1.97 191,300
INTEL CORP COM 15,756 46 .29 461,773
CISCO SYS INC COM 14,861 121 .82 506,667
L BRANDS INC COM 13,904 13,904 New 152,257
EXPRESS SCRIPTS HLDG CO COM 13,624 13,624 New 160,602
ENTERPRISE PRODS PARTNERS L P COM 12,451 104 .84 382,648
AMERICAN TOWER CORP NEW COM 11,778 11,778 New 119,500
KINDER MORGAN INC DEL COM 10,846 223 2.10 264,290
GOOGLE INC CL C 9,266 9,266 New 16,160
VANGUARD INDEX FDS TOTAL STK MKT 6,726 5,689 548.93 61,817
ORACLE CORP COM 6,106 15 .25 140,024
PRICE T ROWE GROUP INC COM 5,955 283 5.00 72,242
PROCTER & GAMBLE CO COM 5,377 52 .98 63,748
CATERPILLAR INC DEL COM 5,311 111 2.14 64,980
DIAGEO P L C SPON ADR NEW 4,308 11 .26 36,823
TRINITY INDS INC COM 4,237 133 3.24 129,263
MCCORMICK & CO INC COM VTG 3,774 177 4.91 50,516
MCCORMICK & CO INC COM NON VTG 3,499 497 16.57 46,753
ISHARES TR CORE S&P500 ETF 3,388 274 8.78 16,001