"A striking chart from Morgan Stanley's Adam Parker shows that 2012 earnings growth among S&P 500 companies was highly concentrated, with 88 percent of it coming from the top 10 firms. I was even more struck by the inequality within the top 10. Just four companies—Apple, AIG, Goldman Sachs, and Bank of America—together provided a majority of overall earnings growth among large-cap companies."
I wonder how this compares to previous years? Note that the order of the legend is odd. It matches the order in the bar chart, which follows convention and shows the biggest contributor at the bottom, but that makes the legend be in reverse order.
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