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) |
533 |
Sector Weighting
| Basic Materials | 2.09% |
| Capital Goods | 3.76% |
| Conglomerates | 2.14% |
| Consumer Cyclical | 2.43% |
| Consumer/Non-Cyclical | 8.12% |
| Energy | 4.37% |
| Financial | 25.44% |
| Healthcare | 9.04% |
| Services | 12.22% |
| Technology | 20.13% |
| Transportation | 5.92% |
| Utilities | 4.34% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
9 Sold Out Positions as of 03/31/2013
| Company | Class |
Value of Shares ($1,000s) | Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| GENTEX CORP | COM | -248 | Sold Out | 0 | |
| II VI INC | COM | -193 | Sold Out | 0 | |
| LIVEPERSON INC | COM | -100 | Sold Out | 0 | |
| LOCKHEED MARTIN CORP | COM | -287 | Sold Out | 0 | |
| MILLENNIAL MEDIA INC | COM | -123 | Sold Out | 0 | |
| ROYCE MICRO-CAP TR INC | COM | -115 | Sold Out | 0 | |
| RPC INC | COM | -157 | Sold Out | 0 | |
| INTUITIVE SURGICAL INC | COM NEW | -211 | Sold Out | 0 | |
| ISHARES TR | HIGH YLD CORP | -245 | Sold Out | 0 |
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