WMS PARTNERS, LLC
305 WASHINGTON AVE., TOWSON, Maryland, 21204, (410) 337-7575
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 190 |
| New Positions | 28 |
| Increased Positions | 65 |
| Decreased Positions | 51 |
| Positions with Activity | 116 |
| Sold Out Positions | 9 |
| Total Mkt Value (in $ millions) |
537 |
Sector Weighting
| Basic Materials | 2.13% |
| Capital Goods | 3.78% |
| Conglomerates | 2.11% |
| Consumer Cyclical | 2.44% |
| Consumer/Non-Cyclical | 8.06% |
| Energy | 4.38% |
| Financial | 25.34% |
| Healthcare | 9.04% |
| Services | 12.32% |
| Technology | 20.07% |
| Transportation | 5.94% |
| Utilities | 4.37% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
65 INCREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ENTEGRIS INC | COM | 137 | 137 | New | 13,856 |
| ROBERT HALF INTL INC | COM | 191 | 191 | New | 5,402 |
| BANK OF AMERICA CORPORATION | COM | 191 | 27 | 16.32 | 14,322 |
| HEINZ H J CO | COM | 202 | 202 | New | 2,789 |
| CSX CORP | COM | 212 | 212 | New | 8,217 |
| MANHATTAN ASSOCS INC | COM | 221 | 221 | New | 3,011 |
| MERCK & CO INC NEW | COM | 226 | 226 | New | 4,846 |
| DEERE & CO | COM | 232 | 3 | 1.13 | 2,677 |
| ISHARES TR | NASDQ BIO INDX | 235 | 235 | New | 1,300 |
| ISHARES TR | RUSSELL1000VAL | 237 | 237 | New | 2,768 |
| NYMOX PHARMACEUTICAL CORP | COM | 269 | 78 | 40.90 | 51,850 |
| STANLEY BLACK & DECKER INC | COM | 296 | 7 | 2.59 | 3,639 |
| PNC FINL SVCS GROUP INC | COM | 356 | 97 | 37.56 | 5,003 |
| ROPER INDS INC NEW | COM | 368 | 22 | 6.45 | 2,988 |
| THOMPSON CREEK METALS CO INC | COM | 382 | 51 | 15.51 | 111,000 |
| COSTCO WHSL CORP NEW | COM | 403 | 21 | 5.40 | 3,555 |
| ISHARES TR | RUSSELL1000GRW | 457 | 12 | 2.80 | 6,064 |
| E M C CORP MASS | COM | 482 | 1 | .31 | 20,364 |
| POTASH CORP SASK INC | COM | 521 | 10 | 1.86 | 12,318 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 556 | 10 | 1.92 | 6,741 |
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