FAMILY MANAGEMENT CORP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 93
New Positions 16
Increased Positions 40
Decreased Positions 31
Positions with Activity 71
Sold Out Positions 8
Total Mkt Value (in $ millions) 206

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

Sector Weighting

Basic Materials 0%
Capital Goods 2.34%
Conglomerates
Consumer Cyclical 6.24%
Consumer/Non-Cyclical 4.13%
Energy 18.16%
Financial 18.04%
Healthcare 10.36%
Services 10.87%
Technology 18.69%
Transportation 2.12%
Utilities 7.58%

93 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ABBOTT LABS COM 6,063 -41 (0.67) 143,982
ACCESS MIDSTREAM PARTNERS L P UNIT 2,300 -1,550 (40.27) 37,525
ALPS ETF TR ALERIAN MLP 209 New 11,000
ALTRIA GROUP INC COM 261 New 6,124
AMAZON COM INC COM 240 -25 (9.38) 725
AMGEN INC COM 266 New 2,000
APPLE INC COM 14,487 109 .76 142,983
ARES CAP CORP COM 505 505 New 29,766
ASTERIAS BIOTHERAPEUTICS INC COM SER A 1 New 417
AT&T INC COM 257 New 7,462
BANK OF AMERICA CORPORATION COM 4,585 387 9.22 284,277
BAXTER INTL INC COM 5,545 5,545 New 73,900
BERKSHIRE HATHAWAY INC DEL CL B NEW 455 217 91.54 3,352
BOEING CO COM 4,810 -24 (0.5) 37,738
BONA FILM GROUP LTD SPONSORED ADS 99 New 13,760
BRISTOL MYERS SQUIBB CO COM 451 New 8,995
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 2,970 129 4.53 99,250
CAMPBELL SOUP CO COM -5,717 Sold Out 0
CELGENE CORP COM 1,195 518 76.37 13,048
CHEVRON CORP NEW COM 561 13 2.32 4,410