Family Management Corp
RIA/Wealth
Family Management Corp is a RIA/Wealth based in New York, NY led by Seymour William Zises, reporting $4.4B in AUM as of Q3 2025 with 44% ETF concentration.
CEOSeymour William Zises
- Portfolio Value
- $717.1M
- Positions
- 253
- Top Holding
- MINT at 7.56%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Family Management Corp's portfolio (40.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $54.2M | 7.56% | -$3.7M Sold | — 538.3K shares | |
ETF ETF | $36.7M | 5.12% | -$799.0K Sold | — 332.2K shares | |
Semiconductors Technology | $33.5M | 4.67% | -$11.0K Sold | 0.00% 179.6K shares | |
ETF ETF | $29.3M | 4.08% | -$272.1K Sold | — 150.6K shares | |
ETF ETF | $27.5M | 3.84% | -$773.4K Sold | — 41.3K shares | |
Consumer Electronics Technology | $27.1M | 3.78% | +$155.6K Bought | 0.00% 106.3K shares | |
Software - Infrastructure Technology | $25.1M | 3.50% | +$245.0K Bought | 0.00% 48.4K shares | |
Unknown Unknown | $20.4M | 2.84% | -$657.7K Sold | — 94.4K shares | |
Internet Content & Information Communication Services | $16.9M | 2.36% | +$102.8K Bought | 0.00% 69.7K shares | |
Internet Content & Information Communication Services | $16.9M | 2.35% | -$864.4K Sold | 0.00% 23.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Family Management Corp's latest filing
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Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Family Management Corp
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