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 2.54%
Consumer/Non-Cyclical 7.88%
Energy 4.82%
Financial 24.06%
Healthcare 8.87%
Services 9.54%
Technology 20.49%
Transportation 6.58%
Utilities 4.17%

248 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PARKER HANNIFIN CORP COM 333 New 2,700
YUM BRANDS INC COM 331 New 4,280
REPUBLIC SVCS INC COM 326 -33 (9.28) 8,800
PRAXAIR INC COM 321 New 2,418
GENERAL MLS INC COM 318 New 6,000
NYMOX PHARMACEUTICAL CORP COM 315 New 63,350
STANLEY BLACK & DECKER INC COM 308 New 3,616
SCRIPPS NETWORKS INTERACT INC CL A COM 307 32 11.74 3,618
ISHARES RUS 1000 VAL ETF 307 15 5.23 3,018
AUTOMATIC DATA PROCESSING INC COM 305 84 37.84 3,770
DU PONT E I DE NEMOURS & CO COM 302 39 15 4,600
VANGUARD INDEX FDS SM CP VAL ETF 301 New 2,900
NORDSTROM INC COM 289 289 New 4,251
ONEOK INC NEW COM 288 New 4,336
POWERSHS DB US DOLLAR INDEX TR DOLL INDX BEAR 288 New 10,700
HEALTHCARE SVCS GRP INC COM 287 287 New 10,395
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 272 -85 (23.81) 3,200
MANHATTAN ASSOCS INC COM 272 -111 (29.06) 8,544
EQT CORP COM 272 New 2,700
LILLY ELI & CO COM 272 2 .75 4,278


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