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) 228

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

Sector Weighting

Basic Materials 3.31%
Capital Goods 2.27%
Conglomerates
Consumer Cyclical 5.32%
Consumer/Non-Cyclical 6.43%
Energy 13.14%
Financial 17.07%
Healthcare 12.16%
Services 11.69%
Technology 16.49%
Transportation 0.27%
Utilities 6.58%

33 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DOW CHEM CO COM 7,553 2,159 40.03 151,825
BRISTOL MYERS SQUIBB CO COM 7,298 852 13.22 114,601
STARBUCKS CORP COM 6,723 3,903 138.41 139,350
FORD MTR CO DEL COM PAR $0.01 6,499 23 .36 407,709
GOOGLE INC CL A 6,498 2,241 52.66 11,955
MACYS INC COM 5,916 73 1.25 87,425
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 5,718 5,718 New 101,300
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 4,692 120 2.63 91,850
TRAVELERS COMPANIES INC COM 4,612 4,612 New 42,445
TIME WARNER INC COM NEW 4,563 1,481 48.04 53,926
ALIBABA GROUP HLDG LTD SPONSORED ADS 4,443 4,232 2,014 52,850
SQUARE 1 FINL INC CL A 3,904 181 4.86 148,373
US BANCORP DEL COM NEW 3,574 3,068 606.28 83,235
SUNOCO LP COM U REP LP 3,273 3,273 New 65,125
KINDER MORGAN INC DEL COM 3,271 2,018 161.12 74,875
GENESIS ENERGY L P UNIT LTD PARTN 3,174 83 2.69 66,734
ONEOK PARTNERS LP UNIT LTD PARTN 2,698 340 14.40 62,550
ENTERPRISE PRODS PARTNERS L P COM 2,178 384 21.42 63,488
TESORO LOGISTICS LP COM UNIT LP 2,171 737 51.39 38,737
GILEAD SCIENCES INC COM 2,031 2,031 New 19,650