FAMILY MANAGEMENT CORP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 95
New Positions 6
Increased Positions 25
Decreased Positions 48
Positions with Activity 73
Sold Out Positions 13
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 3.44%
Capital Goods 1.34%
Conglomerates
Consumer Cyclical 5.05%
Consumer/Non-Cyclical 6.38%
Energy 13.4%
Financial 16.44%
Healthcare 13.61%
Services 11.43%
Technology 18.53%
Transportation 0.1%
Utilities 5.22%

95 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMGEN INC COM 347 20 6 2,120
HOME DEPOT INC COM 345 9 2.67 3,080
PHILIP MORRIS INTL INC COM 319 New 3,792
AMAZON COM INC COM 310 New 725
BIOTIME INC COM 301 301 New 65,000
MERCK & CO INC NEW COM 298 New 5,022
ALTRIA GROUP INC COM 294 New 5,731
DISNEY WALT CO COM DISNEY 269 17 6.54 2,444
PFIZER INC COM 265 -20 (7.06) 7,740
SPDR S&P 500 ETF TR TR UNIT 260 New 1,220
AT&T INC COM 259 New 7,462
MERRIMACK PHARMACEUTICALS INC COM 257 -151 (36.92) 20,500
FELCOR LODGING TR INC COM 256 New 23,400
BRIDGE BANCORP INC COM 247 New 10,000
ISHARES GOLD TRUST ISHARES 228 17 8.31 19,550
PENNEY J C INC COM 221 221 New 25,000
UNION PAC CORP COM 218 1 .58 2,096
BERKSHIRE HATHAWAY INC DEL CL A 217 New 1
ALPS ETF TR ALERIAN MLP 186 New 11,000
BONA FILM GROUP LTD SPONSORED ADS 165 New 13,760


Latest News Headlines

View All Latest Headlines
Create your free portfolio