SEGALL BRYANT & HAMILL Information

10 SOUTH WACKER DRIVE, CHICAGO, Illinois, 60606, (312) 474-1222

Report Date: 12/31/2012

Position Statistics:

Total Positions 544
New Positions 49
Increased Positions 219
Decreased Positions 257
Positions with Activity 476
Sold Out Positions 26
Total Mkt Value
(in $ millions)
3,791

Sector Weighting

Basic Materials 7.99%
Capital Goods 5.01%
Conglomerates 1.71%
Consumer Cyclical 7.3%
Consumer/Non-Cyclical 6.16%
Energy 7.95%
Financial 13.26%
Healthcare 10.77%
Services 15.18%
Technology 20.1%
Transportation 2.34%
Utilities 2.03%

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

544 Positions as of 12/31/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 25,348 -126 (0.5) 291,966
PRECISION CASTPARTS CORP COM 25,303 -1,553 (5.78) 120,075
DISCOVER FINL SVCS COM 25,185 -2,266 (8.25) 528,200
BOEING CO COM 24,758 203 .83 247,577
LSB INDS INC COM 24,083 -1,145 (4.54) 711,683
ONEOK PARTNERS LP UNIT LTD PARTN 23,464 -303 (1.27) 440,809
ICONIX BRAND GROUP INC COM 23,422 -721 (2.99) 775,553
ROSETTA RESOURCES INC COM 22,978 -232 (1) 479,813
CHEMTURA CORP COM NEW 22,886 -424 (1.82) 990,300
PEPSICO INC COM 22,821 -348 (1.5) 276,355
TJX COS INC NEW COM 22,706 -2,849 (11.15) 446,523
REINSURANCE GROUP AMER INC COM NEW 22,537 -3,661 (13.97) 349,786
MICROCHIP TECHNOLOGY INC COM 22,079 -1,539 (6.52) 607,900
INNOSPEC INC COM 21,876 46 .21 533,572
PATTERSON COMPANIES INC COM 21,806 -3,193 (12.77) 556,269
DARLING INTL INC COM 21,694 -314 (1.43) 1,124,631
ABBVIE INC COM 21,422 63 .29 471,431
VISA INC COM CL A 21,159 1,050 5.22 117,258
ALERE INC COM 20,901 11,779 129.13 818,059
INNOPHOS HOLDINGS INC COM 20,693 13 .06 404,636

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