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) 229

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

Sector Weighting

Basic Materials 3.43%
Capital Goods 2.15%
Conglomerates
Consumer Cyclical 5.21%
Consumer/Non-Cyclical 6.41%
Energy 13.26%
Financial 16.96%
Healthcare 12.07%
Services 11.7%
Technology 16.92%
Transportation 0.29%
Utilities 6.55%

98 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 216 New 1
ISHARES GOLD TRUST ISHARES 206 -23 (9.98) 18,050
THL CR SR LN FD COM 203 New 10,400
ALPS ETF TR ALERIAN MLP 190 New 11,000
TCP CAP CORP COM 165 -32 (16.3) 10,400
OPKO HEALTH INC COM 154 -56 (26.72) 10,970
QUIKSILVER INC COM 145 -177 (55) 90,000
BONA FILM GROUP LTD SPONSORED ADS 131 New 13,760
GERON CORP COM 39 New 10,000
CHINA GERUI ADV MAT GR LTD USD NEW ORD SHS -3 Sold Out 0
DEVON ENERGY CORP NEW COM -3,610 Sold Out 0
MEMORIAL PRODTN PARTNERS LP COM U REP LTD -1,407 Sold Out 0
NOBLE ENERGY INC COM -1,737 Sold Out 0
NORTHWEST BANCSHARES INC MD COM -3,568 Sold Out 0
SANOFI SPONSORED ADR -5,263 Sold Out 0
UNITED PARCEL SERVICE INC CL B -5,706 Sold Out 0
VENTAS INC COM -456 Sold Out 0
WELLS FARGO & CO NEW COM -4,135 Sold Out 0


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