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) 653

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

Sector Weighting

Basic Materials 1.81%
Capital Goods 6.8%
Conglomerates 2.19%
Consumer Cyclical 2.55%
Consumer/Non-Cyclical 7.85%
Energy 4.76%
Financial 23.97%
Healthcare 9.02%
Services 9.46%
Technology 20.67%
Transportation 6.58%
Utilities 4.22%

19 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DISCOVER FINL SVCS COM 937 937 New 14,966
CAREFUSION CORP COM 762 762 New 17,012
SIGNET JEWELERS LIMITED SHS 482 482 New 4,544
DORMAN PRODUCTS INC COM 450 450 New 9,300
HELMERICH & PAYNE INC COM 429 429 New 3,672
ISHARES TR CORE S&P MCP ETF 382 382 New 2,725
APACHE CORP COM 372 372 New 3,649
NORDSTROM INC COM 289 289 New 4,251
CERNER CORP COM 285 285 New 5,020
HEALTHCARE SVCS GRP INC COM 280 280 New 10,395
TESLA MTRS INC COM 269 269 New 1,205
TEVA PHARMACEUTICAL INDS LTD ADR 246 246 New 4,518
BORGWARNER INC COM 244 244 New 3,700
HCC INS HLDGS INC COM 243 243 New 5,065
KINDER MORGAN MANAGEMENT LLC SHS 237 237 New 2,943
TANGOE INC COM 221 221 New 16,000
CHUBB CORP COM 206 206 New 2,299
ACORDA THERAPEUTICS INC COM 157 157 New 5,329
WISDOMTREE INVTS INC COM 117 117 New 10,923


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