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%

40 DECREASED 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
PROCTER & GAMBLE CO COM 7,265 -495 (6.38) 88,026
ABBOTT LABS COM 6,092 -495 (7.52) 131,727
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
V F CORP COM 4,542 -336 (6.88) 61,591
STARWOOD PPTY TR INC COM 4,241 -261 (5.81) 177,235
HARTFORD FINL SVCS GROUP INC COM 3,978 -2,215 (35.77) 94,950
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 3,417 -176 (4.89) 52,525
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 3,369 -1,419 (29.64) 50,500
WILLIAMS COS INC DEL COM 3,296 -1,405 (29.88) 63,735
BUCKEYE PARTNERS L P UNIT LTD PARTN 2,872 -14 (0.47) 36,950
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 2,539 -78 (2.98) 96,150
ENLINK MIDSTREAM LLC COM UNIT REP LTD 2,276 -90 (3.82) 65,550
FIFTH THIRD BANCORP COM 2,272 -155 (6.41) 120,194
MARATHON OIL CORP COM 1,986 -241 (10.83) 65,081