FAMILY MANAGEMENT CORP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 86
New Positions 17
Increased Positions 46
Decreased Positions 27
Positions with Activity 73
Sold Out Positions 9
Total Mkt Value (in $ millions) 204

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

Sector Weighting

Basic Materials 5.24%
Capital Goods 2.35%
Conglomerates
Consumer Cyclical 4.76%
Consumer/Non-Cyclical 5.62%
Energy 15.55%
Financial 18.61%
Healthcare 7.64%
Services 10.75%
Technology 18.98%
Transportation 1.99%
Utilities 6.95%

86 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ABBOTT LABS COM 6,229 -130 (2.04) 144,957
ACCESS MIDSTREAM PARTNERS L P UNIT 4,001 -64 (1.57) 62,825
ALPS ETF TR ALERIAN MLP 210 210 New 11,000
ALTRIA GROUP INC COM 255 255 New 6,124
AMAZON COM INC COM 287 3 1.14 800
AMERICAN INTL GROUP INC COM NEW -1,066 Sold Out 0
AMGEN INC COM 244 New 2,000
APPLE INC COM 13,792 2,425 21.33 141,911
ASTERIAS BIOTHERAPEUTICS INC COM SER A 1 1 New 417
AT&T INC COM 268 -4,144 (93.93) 7,462
ATLAS ENERGY LP COM UNITS LP -990 Sold Out 0
BANK OF AMERICA CORPORATION COM 4,039 3,808 1,645.65 260,277
BERKSHIRE HATHAWAY INC DEL CL B NEW 224 New 1,750
BOEING CO COM 4,806 -43 (0.89) 37,928
BONA FILM GROUP LTD SPONSORED ADS 103 New 13,760
BRISTOL MYERS SQUIBB CO COM 444 New 8,995
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 3,147 1,617 105.74 94,950
CAMPBELL SOUP CO COM 5,684 203 3.71 129,894
CELGENE CORP COM 659 659 New 7,398
CHEVRON CORP NEW COM 577 New 4,310