TradingKey – As U.S. 13F filings have been released recently, second-quarter position reports from Wall Street investment banks such as Morgan Stanley and UBS have been successively disclosed. Notably, in the disclosed reports, Micron (MU) became one of the top five holdings increased by both investment banks.

According to disclosures by the U.S. Securities and Exchange Commission (SEC), Morgan Stanley’s total portfolio market value reached $1.89 trillion in the second quarter, up 13.9% quarter-on-quarter. In its portfolio, it added 449 new stocks, increased holdings in 3,850 stocks, reduced holdings in 3,280 stocks, and completely exited 334 stocks.

Notably, judging from changes in holding proportions, the top five increased holdings…