FAMILY MANAGEMENT CORP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 81
New Positions 17
Increased Positions 41
Decreased Positions 30
Positions with Activity 71
Sold Out Positions 12
Total Mkt Value (in $ millions) 175

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

Sector Weighting

Basic Materials 6.61%
Capital Goods 2.72%
Conglomerates
Consumer Cyclical 2.8%
Consumer/Non-Cyclical 3.16%
Energy 18.68%
Financial 19.28%
Healthcare 6.22%
Services 11.32%
Technology 18.43%
Transportation
Utilities 9.29%

30 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL ELECTRIC CO COM 6,126 -109 (1.75) 237,244
WELLS FARGO & CO NEW COM 6,002 -69 (1.13) 123,039
ROYAL DUTCH SHELL PLC SPONS ADR A 5,793 -189 (3.16) 77,407
ABBOTT LABS COM 5,619 -86 (1.51) 147,975
DU PONT E I DE NEMOURS & CO COM 5,615 -86 (1.51) 83,931
BOEING CO COM 4,756 -69 (1.44) 38,268
ACCESS MIDSTREAM PARTNERS L P UNIT 3,671 -119 (3.15) 63,825
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 2,868 -57 (1.95) 45,295
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 2,788 -60 (2.12) 57,800
ENTERPRISE PRODS PARTNERS L P COM 1,978 -22 (1.09) 27,298
WEYERHAEUSER CO COM 1,537 -160 (9.41) 55,350
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 1,235 -1,857 (60.06) 46,150
AMERICAN INTL GROUP INC COM NEW 966 -437 (31.17) 19,377
CHEVRON CORP NEW COM 518 -30 (5.48) 4,310
BRISTOL MYERS SQUIBB CO COM 433 -3,854 (89.89) 8,995
SIRIUS XM HLDGS INC COM 426 (0.07) 137,825
ISHARES GOLD TRUST ISHARES 332 -192 (36.63) 26,300
MERCK & CO INC NEW COM 281 -5,683 (95.28) 5,022
ALPHATEC HOLDINGS INC COM -30 Sold Out 0
BOARDWALK PIPELINE PARTNERS LP UT LTD PARTNER -2,327 Sold Out 0