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) 765

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

Sector Weighting

Basic Materials 1.3%
Capital Goods 4.71%
Conglomerates 1.61%
Consumer Cyclical 1.98%
Consumer/Non-Cyclical 6.62%
Energy 2.69%
Financial 35.13%
Healthcare 7.34%
Services 11.09%
Technology 18.58%
Transportation 5.36%
Utilities 3.38%

91 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TE CONNECTIVITY LTD REG SHS 238 238 New 3,497
BUCKEYE PARTNERS L P UNIT LTD PARTN 230 230 New 2,806
BORGWARNER INC COM 228 228 New 3,759
BOEING CO COM 226 226 New 1,582
STRYKER CORP COM 216 216 New 2,323
STANLEY BLACK & DECKER INC COM 210 210 New 2,083
FORD MTR CO DEL COM PAR $0.01 198 198 New 12,758
GENWORTH FINL INC COM CL A 114 1 .88 13,230
GERON CORP COM 39 39 New 10,000
PENN WEST PETE LTD NEW COM 25 25 New 10,750
MOLYCORP INC DEL COM 9 9 New 10,800


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