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) 652

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

Sector Weighting

Basic Materials 1.84%
Capital Goods 6.89%
Conglomerates 2.19%
Consumer Cyclical 2.59%
Consumer/Non-Cyclical 7.92%
Energy 4.92%
Financial 24.2%
Healthcare 9.09%
Services 9.46%
Technology 20.2%
Transportation 6.43%
Utilities 4.14%

19 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
WISDOMTREE INVTS INC COM 137 137 New 10,923
ACORDA THERAPEUTICS INC COM 165 165 New 5,329
TANGOE INC COM 215 215 New 16,000
CHUBB CORP COM 215 215 New 2,299
KINDER MORGAN MANAGEMENT LLC SHS 229 229 New 2,943
TEVA PHARMACEUTICAL INDS LTD ADR 243 243 New 4,518
HCC INS HLDGS INC COM 248 248 New 5,065
BORGWARNER INC COM 249 249 New 3,700
CERNER CORP COM 256 256 New 5,020
TESLA MTRS INC COM 269 269 New 1,205
NORDSTROM INC COM 298 298 New 4,251
HEALTHCARE SVCS GRP INC COM 303 303 New 10,395
APACHE CORP COM 364 364 New 3,649
ISHARES CORE S&P MCP ETF 387 387 New 2,725
HELMERICH & PAYNE INC COM 425 425 New 3,672
DORMAN PRODUCTS INC COM 456 456 New 9,300
SIGNET JEWELERS LIMITED SHS 510 510 New 4,544
CAREFUSION CORP COM 761 761 New 17,012
DISCOVER FINL SVCS COM 943 943 New 14,966