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
NOVO-NORDISK A S ADR 578 2 .39 13,081
TEVA PHARMACEUTICAL INDS LTD ADR 230 230 New 4,518
GOOGLE INC CL A 8,390 103 1.25 15,441
UNDER ARMOUR INC CL A 514 31 6.46 9,690
VERISK ANALYTICS INC CL A 596 230 62.99 10,350
SCRIPPS NETWORKS INTERACT INC CL A COM 269 28 11.74 3,618
GOOGLE INC CL C 8,278 102 1.25 15,441
3M CO COM 4,347 213 5.14 31,565
ACORDA THERAPEUTICS INC COM 184 184 New 5,329
AFFILIATED MANAGERS GROUP COM 414 3 .64 2,220
ALEXION PHARMACEUTICALS INC COM 458 195 74.36 3,060
ALLERGAN INC COM 748 12 1.58 5,584
AMERICAN EXPRESS CO COM 1,109 15 1.33 12,864
AMETEK INC NEW COM 253 11 4.47 4,862
AMGEN INC COM 751 38 5.26 6,504
ANSYS INC COM 1,327 305 29.87 17,505
APACHE CORP COM 311 311 New 3,649
AT&T INC COM 231 8 3.53 6,419
AUTOMATIC DATA PROCESSING INC COM 288 79 37.84 3,770
BANK OF AMERICA CORPORATION COM 511 96 23.07 31,632