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) 656

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

Sector Weighting

Basic Materials 1.82%
Capital Goods 6.82%
Conglomerates 2.18%
Consumer Cyclical 2.54%
Consumer/Non-Cyclical 7.8%
Energy 4.86%
Financial 23.93%
Healthcare 9.09%
Services 9.48%
Technology 20.57%
Transportation 6.6%
Utilities 4.19%

124 INCREASED Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
NOVO-NORDISK A S ADR 603 2 .39 13,081
TEVA PHARMACEUTICAL INDS LTD ADR 249 249 New 4,518
GOOGLE INC CL A 9,345 115 1.25 15,441
UNDER ARMOUR INC CL A 588 36 6.46 9,690
VERISK ANALYTICS INC CL A 650 251 62.99 10,350
SCRIPPS NETWORKS INTERACT INC CL A COM 301 32 11.74 3,618
FREEPORT-MCMORAN INC CL B 439 135 44.30 11,400
GOOGLE INC CL C 9,203 113 1.25 15,441
3M CO COM 4,567 223 5.14 31,565
ACORDA THERAPEUTICS INC COM 162 162 New 5,329
AFFILIATED MANAGERS GROUP COM 459 3 .64 2,220
ALEXION PHARMACEUTICALS INC COM 530 226 74.36 3,060
ALLERGAN INC COM 963 15 1.58 5,584
AMERICAN EXPRESS CO COM 1,200 16 1.33 12,864
AMETEK INC NEW COM 252 11 4.47 4,862
AMGEN INC COM 794 40 5.26 6,504
ANSYS INC COM 1,344 309 29.87 17,505
APACHE CORP COM 378 378 New 3,649
AT&T INC COM 230 8 3.53 6,419
AUTOMATIC DATA PROCESSING INC COM 308 85 37.84 3,770