WMS PARTNERS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 246
New Positions 19
Increased Positions 124
Decreased Positions 56
Positions with Activity 180
Sold Out Positions 9
Total Mkt Value (in $ millions) 621

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

Sector Weighting

Basic Materials 1.86%
Capital Goods 6.93%
Conglomerates 2.16%
Consumer Cyclical 2.74%
Consumer/Non-Cyclical 8.13%
Energy 4.95%
Financial 24.37%
Healthcare 9.2%
Services 9.42%
Technology 19.89%
Transportation 6.13%
Utilities 4.13%

124 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BOEING CO COM 214 22 11.36 1,676
CHUBB CORP COM 209 209 New 2,299
ACORDA THERAPEUTICS INC COM 184 184 New 5,329
WISDOMTREE INVTS INC COM 131 131 New 10,923