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) 225

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

Sector Weighting

Basic Materials 3.47%
Capital Goods 1.33%
Conglomerates
Consumer Cyclical 5.04%
Consumer/Non-Cyclical 6.4%
Energy 13.2%
Financial 16.45%
Healthcare 13.81%
Services 11.47%
Technology 18.59%
Transportation 0.09%
Utilities 5.13%

95 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
BAXTER INTL INC COM -4,766 Sold Out 0
FIFTH THIRD BANCORP COM -2,475 Sold Out 0
HARTFORD FINL SVCS GROUP INC COM -3,925 Sold Out 0
JETBLUE AIRWAYS CORP COM -408 Sold Out 0
MARATHON OIL CORP COM -1,772 Sold Out 0
METHODE ELECTRS INC COM -261 Sold Out 0
ONEOK PARTNERS LP UNIT LTD PARTN -2,465 Sold Out 0
OPKO HEALTH INC COM -195 Sold Out 0
QUALCOMM INC COM -4,917 Sold Out 0
SALESFORCE COM INC COM -729 Sold Out 0
SIRIUS XM HLDGS INC COM -836 Sold Out 0
TCP CAP CORP COM -169 Sold Out 0
THL CR SR LN FD COM -183 Sold Out 0
GERON CORP COM 38 New 10,000
QUIKSILVER INC COM 130 New 90,000
BONA FILM GROUP LTD SPONSORED ADS 177 New 13,760
ALPS ETF TR ALERIAN MLP 183 New 11,000
UNION PAC CORP COM 212 1 .58 2,096
PENNEY J C INC COM 216 216 New 25,000
BERKSHIRE HATHAWAY INC DEL CL A 218 New 1