FAMILY MANAGEMENT CORP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 105
New Positions 19
Increased Positions 43
Decreased Positions 43
Positions with Activity 86
Sold Out Positions 15
Total Mkt Value (in $ millions) 216

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

Sector Weighting

Basic Materials 2.3%
Capital Goods 2.18%
Conglomerates
Consumer Cyclical 5.6%
Consumer/Non-Cyclical 5.37%
Energy 15.14%
Financial 16.86%
Healthcare 13.51%
Services 10.47%
Technology 14.94%
Transportation 3.15%
Utilities 7.69%

105 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ABBOTT LABS COM 6,559 -71 (1.08) 142,432
ACCESS MIDSTREAM PARTNERS L P UNIT 1,976 -17 (0.87) 37,200
ALIBABA GROUP HLDG LTD SPONSORED ADS 277 277 New 2,500
ALPS ETF TR ALERIAN MLP 191 New 11,000
ALTRIA GROUP INC COM 302 -7 (2.34) 5,981
AMAZON COM INC COM 217 New 725
AMGEN INC COM 340 New 2,000
APPLE INC COM 15,943 -39 (0.25) 142,631
ARES CAP CORP COM -474 Sold Out 0
ASTERIAS BIOTHERAPEUTICS INC COM SER A -1 Sold Out 0
AT&T INC COM 250 New 7,462
BANK AMER CORP COM 5,635 626 12.50 319,800
BAXTER INTL INC COM 5,653 149 2.71 75,900
BERKSHIRE HATHAWAY INC DEL CL B NEW 508 New 3,352
BERKSHIRE HATHAWAY INC DEL CL A 228 228 New 1
BIOTIME INC WT EXP 100118 Sold Out 0
BOEING CO COM 4,714 -49 (1.03) 37,348
BONA FILM GROUP LTD SPONSORED ADS 96 New 13,760
BRIDGE BANCORP INC COM 265 265 New 10,000
BRISTOL MYERS SQUIBB CO COM 6,205 5,653 1,025.25 101,216


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