- There's been no change in the list of top 10 holdings of Morningstar's Ultimate Stock Pickers so far this year, but one wonders about the fate of Microsoft (NASDAQ:MSFT) after its much criticized purchase of Nokia's main handset business; it had been the top high-conviction holding in the group.
- The top 10 holdings: MSFT, GOOG, WFC, JNJ, BRK.B, AIG, PG, WMT, PEP, UPS.
- Among purchases during the most recent period, National Oilwell Varco (NYSE:NOV) topped the top 10 list of high-conviction buys, followed by WFC, GM, SLB, INTC, AAPL, XOM, APA, CHRW, EMC.