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) 764

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

Sector Weighting

Basic Materials 1.31%
Capital Goods 4.89%
Conglomerates 1.7%
Consumer Cyclical 2.09%
Consumer/Non-Cyclical 6.75%
Energy 2.72%
Financial 34.78%
Healthcare 7.56%
Services 11.42%
Technology 17.87%
Transportation 5.28%
Utilities 3.42%

91 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BOEING CO COM 237 237 New 1,582
BORGWARNER INC COM 228 228 New 3,759
FREEPORT-MCMORAN INC CL B 227 23 11.11 11,000
BUCKEYE PARTNERS L P UNIT LTD PARTN 218 218 New 2,806
STRYKER CORP COM 215 215 New 2,323
FORD MTR CO DEL COM PAR $0.01 201 201 New 12,758
STANLEY BLACK & DECKER INC COM 200 200 New 2,083
GENWORTH FINL INC COM CL A 106 1 .88 13,230
GERON CORP COM 40 40 New 10,000
PENN WEST PETE LTD NEW COM 26 26 New 10,750
MOLYCORP INC DEL COM 9 9 New 10,800


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