WMS PARTNERS, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 246
New Positions 7
Increased Positions 66
Decreased Positions 63
Positions with Activity 129
Sold Out Positions 12
Total Mkt Value (in $ millions) 660

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

Sector Weighting

Basic Materials 1.71%
Capital Goods 5.63%
Conglomerates 2.1%
Consumer Cyclical 2.49%
Consumer/Non-Cyclical 7.75%
Energy 3.39%
Financial 25.68%
Healthcare 9.71%
Services 8.31%
Technology 22.25%
Transportation 6.94%
Utilities 3.88%

66 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
THOMPSON CREEK METALS CO INC COM 221 8 3.97 131,000
GENWORTH FINL INC COM CL A 110 1 .89 13,115
FRONTLINE LTD SHS 39 12 45.46 16,000
ARCH COAL INC COM 37 10 35.62 20,370
NYMOX PHARMACEUTICAL CORP COM 27 2 7.10 69,250
ALPHA NATURAL RESOURCES INC COM 19 19 New 12,000


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