| 2012 | ||||
| Add On | ||||
| Company | ||||
| Earnings | ||||
| Weighted | ||||
| 2012 | EPS | |||
| Company | Growth | |||
| 2012 | Earnings | Due To | ||
| Total | Weighted | Common | ||
| Earnings | EPS | Stock | ||
| Sector | Growth | Growth | Buybacks | |
| TV Leisure & Entertainment | 8.6% | 14.9% | 6.3% | |
| Other Financial Sectors | 2.2% | 7.9% | 5.7% | |
| Health Care Other than Big Pharma | 5.2% | 10.8% | 5.6% | |
| Health Insurance | 1.6% | 7.0% | 5.4% | |
| US Defense Contractors | 0.0% | 5.4% | 5.4% | |
| Big Insurance | 37.9% | 42.6% | 4.7% | |
| Credit Card Corps | 10.0% | 14.4% | 4.4% | |
| Retail | 8.3% | 12.7% | 4.4% | |
| Tobacco | 3.1% | 6.8% | 3.7% | |
| Motor Vehicle & Parts | -3.1% | 0.1% | 3.2% | |
| Transportation | 4.9% | 7.8% | 2.9% | |
| Oil & Gas | 3.5% | 6.3% | 2.8% | |
| Footwear, Clothing & Accessories | 10.5% | 12.9% | 2.4% | |
| Home Products | -0.2% | 1.8% | 2.0% | |
| Technology | 14.0% | 15.6% | 1.6% | |
| Communications | 5.8% | 7.2% | 1.4% | |
| Conglomerates | 10.6% | 12.0% | 1.4% | |
| Broad-based Manufacturing | 5.9% | 7.2% | 1.3% | |
| Chemicals | -0.4% | 0.9% | 1.3% | |
| Big 7 Financial | 15.1% | 16.0% | 0.9% | |
| Big Pharma | -2.9% | -2.0% | 0.9% | |
| Food & Beverages | -3.6% | -2.8% | 0.8% | |
| Mining | -32.7% | -32.6% | 0.1% | |
| Other Non-Financial Sectors | 5.1% | 5.1% | 0.0% | |
| Big National/Regional Banks* | 28.7% | 23.6% | -5.1% |
* Capital
One Financial comprises 4.7% of the total negative 5.1% Add-on EPS growth, due
to its 2012 common stock issuances related to its 2012 acquisitions.
