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) 645

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

Sector Weighting

Basic Materials 1.7%
Capital Goods 7.39%
Conglomerates 2.16%
Consumer Cyclical 2.57%
Consumer/Non-Cyclical 7.88%
Energy 4.45%
Financial 24.77%
Healthcare 8.88%
Services 7.77%
Technology 21.5%
Transportation 6.72%
Utilities 4.13%

255 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW 737 350 90.42 15,900
3M CO COM 4,509 37 .83 31,828
ABBOTT LABS COM 3,606 53 1.48 86,692
ABBVIE INC COM 735 -1,480 (66.81) 12,730
ACCENTURE PLC IRELAND SHS CLASS A 970 -33 (3.27) 11,934
ACORDA THERAPEUTICS INC COM -181 Sold Out 0
AFFILIATED MANAGERS GROUP COM 420 -25 (5.54) 2,097
AFLAC INC COM 552 New 9,476
ALCOA INC COM 370 -32 (8) 23,000
ALEXION PHARMACEUTICALS INC COM 416 -91 (17.97) 2,510
ALLERGAN INC COM 992 -3 (0.32) 5,566
ALLIED NEVADA GOLD CORP COM 137 New 41,500
ALTRIA GROUP INC COM 1,117 -74 (6.21) 24,323
AMERICA MOVIL SAB DE CV SPON ADR L SHS 268 -15 (5.34) 10,638
AMERICAN EXPRESS CO COM 1,124 -2 (0.15) 12,845
AMERICAN WTR WKS CO INC NEW COM 381 New 7,900
AMETEK INC NEW COM 249 4 1.83 4,951
AMGEN INC COM 898 -16 (1.74) 6,391
ANADARKO PETE CORP COM 201 201 New 1,980
ANSYS INC COM 1,390 66 4.96 18,374


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