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) 649

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

Sector Weighting

Basic Materials 1.77%
Capital Goods 6.81%
Conglomerates 2.17%
Consumer Cyclical 2.52%
Consumer/Non-Cyclical 7.76%
Energy 4.72%
Financial 24%
Healthcare 9.34%
Services 9.5%
Technology 20.71%
Transportation 6.43%
Utilities 4.14%

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 205 21 11.36 1,676
CHUBB CORP COM 202 202 New 2,299
ACORDA THERAPEUTICS INC COM 159 159 New 5,329
WISDOMTREE INVTS INC COM 119 119 New 10,923