WMS PARTNERS, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 298
New Positions 84
Increased Positions 203
Decreased Positions 53
Positions with Activity 256
Sold Out Positions 21
Total Mkt Value (in $ millions) 817

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

Sector Weighting

Basic Materials 1.44%
Capital Goods 4.75%
Conglomerates 1.55%
Consumer Cyclical 2.37%
Consumer/Non-Cyclical 6.8%
Energy 3.53%
Financial 33.47%
Healthcare 9.04%
Services 8.83%
Technology 19.69%
Transportation 5.04%
Utilities 3.32%

203 INCREASED Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW 1,193 1,193 New 53,220
3M CO COM 5,016 75 1.51 31,183
ABBOTT LABS COM 5,450 1,293 31.10 110,643
ABBVIE INC COM 1,239 532 75.33 18,360
ACCENTURE PLC IRELAND SHS CLASS A 1,421 423 42.34 14,664
AETNA INC NEW COM 228 228 New 1,959
AFFILIATED MANAGERS GROUP COM 444 71 19.06 1,974
AFLAC INC COM 613 1 .24 9,804
ALEXION PHARMACEUTICALS INC COM 356 6 1.66 2,140
ALLSTATE CORP COM 210 210 New 3,102
ALPHA NAT RES INC COM 18 12 192.17 33,600
ALTRIA GROUP INC COM 2,379 841 54.67 46,089
AMAZON COM INC COM 438 438 New 1,026
AMERICAN EXPRESS CO COM 1,152 123 12.00 14,386
AMERICAN TOWER CORP NEW COM 12,755 1,450 12.83 134,827
AMGEN INC COM 1,140 145 14.61 7,242
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 241 241 New 1,972
ANSYS INC COM 3,500 3,500 New 39,011
APPLE INC COM 27,383 2,174 8.62 207,797
ARCH COAL INC COM 20 13 166.72 43,275


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