Family Management Corp has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $582 Million distributed in 220 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr Enhanced Sht Matu with a value of $66.5M, Ishares Tr with a value of $35.8M, Ishares Msci Usa Quality Facto with a value of $25.4M, Apple Inc. with a value of $23.7M, and Spdr S&P 500 ETF Trust with a value of $23M.
Examining the 13F form we can see an decrease of $30.5M in the current position value, from $613M to 582M.
Family Management Corp is based out at New York, NY
Below you can find more details about Family Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$582 Million
ETFs: $280 Million
Technology: $87.8 Million
Financial Services: $53.3 Million
Healthcare: $30.5 Million
Communication Services: $29.8 Million
Consumer Cyclical: $28.6 Million
Energy: $19 Million
Consumer Defensive: $17.7 Million
Other: $35.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
