WMS PARTNERS, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 299
New Positions 84
Increased Positions 204
Decreased Positions 53
Positions with Activity 257
Sold Out Positions 21
Total Mkt Value (in $ millions) 794

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

Sector Weighting

Basic Materials 1.43%
Capital Goods 4.73%
Conglomerates 1.49%
Consumer Cyclical 2.43%
Consumer/Non-Cyclical 6.93%
Energy 3.47%
Financial 33.63%
Healthcare 9.25%
Services 8.9%
Technology 19.43%
Transportation 5.02%
Utilities 3.12%
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