WMS PARTNERS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 248
New Positions 19
Increased Positions 124
Decreased Positions 58
Positions with Activity 182
Sold Out Positions 9
Total Mkt Value (in $ millions) 652

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

Sector Weighting

Basic Materials 1.84%
Capital Goods 6.89%
Conglomerates 2.19%
Consumer Cyclical 2.54%
Consumer/Non-Cyclical 7.88%
Energy 4.82%
Financial 24.06%
Healthcare 8.87%
Services 9.54%
Technology 20.49%
Transportation 6.58%
Utilities 4.17%

124 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SOUTHERN CO COM 359 76 27.12 7,988
DEERE & CO COM 352 120 51.57 4,012
SCRIPPS NETWORKS INTERACT INC CL A COM 307 32 11.74 3,618
ISHARES RUS 1000 VAL ETF 307 15 5.23 3,018
AUTOMATIC DATA PROCESSING INC COM 305 84 37.84 3,770
DU PONT E I DE NEMOURS & CO COM 302 39 15 4,600
NORDSTROM INC COM 289 289 New 4,251
HEALTHCARE SVCS GRP INC COM 287 287 New 10,395
LILLY ELI & CO COM 272 2 .75 4,278
GLAXOSMITHKLINE PLC SPONSORED ADR 271 6 2.15 5,047
CERNER CORP COM 269 269 New 5,020
TESLA MTRS INC COM 265 265 New 1,205
AMETEK INC NEW COM 253 11 4.47 4,862
CHURCH & DWIGHT INC COM 249 3 1.10 3,681
TEVA PHARMACEUTICAL INDS LTD ADR 247 247 New 4,518
HCC INS HLDGS INC COM 245 245 New 5,065
BORGWARNER INC COM 241 241 New 3,700
KINDER MORGAN MANAGEMENT LLC SHS 236 236 New 2,943
AT&T INC COM 232 8 3.53 6,419
TANGOE INC COM 228 228 New 16,000


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