WMS PARTNERS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 255
New Positions 16
Increased Positions 83
Decreased Positions 98
Positions with Activity 181
Sold Out Positions 17
Total Mkt Value (in $ millions) 655

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

Sector Weighting

Basic Materials 1.76%
Capital Goods 7.47%
Conglomerates 2.15%
Consumer Cyclical 2.63%
Consumer/Non-Cyclical 7.79%
Energy 4.66%
Financial 25.04%
Healthcare 8.81%
Services 8.04%
Technology 20.96%
Transportation 6.49%
Utilities 4.11%

255 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHUBB CORP COM -210 Sold Out 0
CLEAN HARBORS INC COM -680 Sold Out 0
DOMINION RES INC VA NEW COM -1,882 Sold Out 0
GLAXOSMITHKLINE PLC SPONSORED ADR -247 Sold Out 0
GOOGLE INC CL C -8,789 Sold Out 0
NORDSTROM INC COM -296 Sold Out 0
NOW INC COM -43 Sold Out 0
PIMCO ETF TR TOTL RETN ETF -1,019 Sold Out 0
RAYONIER ADVANCED MATLS INC COM -77 Sold Out 0
REALPAGE INC COM -191 Sold Out 0
SOUTHERN CO COM -353 Sold Out 0
SWISHER HYGIENE INC COM NEW -10 Sold Out 0
VANGUARD INDEX FDS REIT ETF -567 Sold Out 0
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF -616 Sold Out 0
WISDOMTREE INVTS INC COM -124 Sold Out 0


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