FAMILY MANAGEMENT CORP Information

485 MADISON AVENUE, NEW YORK, New York, 10022, (212) 972-9600

Report Date: 12/31/2014

Position Statistics

Total Positions 98
New Positions 9
Increased Positions 33
Decreased Positions 40
Positions with Activity 73
Sold Out Positions 9
Total Mkt Value (in $ millions) 226

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

Sector Weighting

Basic Materials 3.33%
Capital Goods 2.25%
Conglomerates
Consumer Cyclical 5.31%
Consumer/Non-Cyclical 6.42%
Energy 13.23%
Financial 17.01%
Healthcare 12.29%
Services 11.68%
Technology 16.38%
Transportation 0.28%
Utilities 6.58%

98 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 17,458 -336 (1.89) 139,940
GENERAL ELECTRIC CO COM 8,239 -437 (5.04) 302,366
VERIZON COMMUNICATIONS INC COM 7,575 -50 (0.66) 154,903
DOW CHEM CO COM 7,540 2,155 40.03 151,825
BRISTOL MYERS SQUIBB CO COM 7,489 875 13.22 114,601
PROCTER & GAMBLE CO COM 7,265 -495 (6.38) 88,026
STARBUCKS CORP COM 6,636 3,852 138.41 139,350
FORD MTR CO DEL COM PAR $0.01 6,425 23 .36 407,709
GOOGLE INC CL A 6,369 2,197 52.66 11,955
ABBOTT LABS COM 6,092 -495 (7.52) 131,727
MACYS INC COM 5,809 71 1.25 87,425
INTERNATIONAL BUSINESS MACHS COM 5,648 New 35,154
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 5,636 5,636 New 101,300
BOEING CO COM 5,094 -494 (8.84) 34,048
BAXTER INTL INC COM 4,962 -344 (6.49) 70,975
BANK AMER CORP COM 4,949 -27 (0.55) 318,050
QUALCOMM INC COM 4,674 -352 (7.01) 69,645
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 4,656 119 2.63 91,850
V F CORP COM 4,542 -336 (6.88) 61,591
TIME WARNER INC COM NEW 4,497 1,460 48.04 53,926


Create your free portfolio