Morgan Stanley refreshes top stock picks after portfolio outperforms S&P 500

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21.09.2026

Morgan Stanley refreshes top stock picks after portfolio outperforms S&P 500 — Morgan Stanley's 2027 picks

Morgan Stanley has updated its annual Vintage Values stock list after its prior 12-month portfolio beat the S&P 500 by a wide margin. The new 2027 roster adds several large-cap names, including Alphabet and Coca-Cola, while keeping only three stocks from the 2026 list.

Highlights

Morgan Stanley's 2026 Vintage Values portfolio delivered a 32.12% return from Sept. 9, 2025 to Sept. 11, 2026, outperforming the S&P 500's nearly 19%.
For its refreshed 2027 Vintage Values list, Morgan Stanley narrowed over 50 analyst recommendations to 15 stocks, including Amazon, McKesson, Visa, Alphabet and Eli Lilly.
The 2027 portfolio emphasizes quality and growth with 60% in the top two quality tiers, making it more expensive than the S&P 500 on valuation metrics.

2027 portfolio selection and performance backdrop

As reported by CNBC, Morgan Stanley has refreshed its Vintage Values list of stocks to hold for 12 months after the bank’s 2026 portfolio returned 32.12% from Sept. 9, 2025 to Sept. 11, 2026, compared with nearly 19% for the S&P 500.

To build the 2027 list, Morgan Stanley strategists asked the firm’s North America analysts for their top recommendation for a one-year buy-and-hold horizon, producing more than 50 names before narrowing the group to 15 stocks. Michelle Weaver, the bank’s equity strategist, says the process incorporates company fundamentals, quantitative analysis, macro exposure, industry positioning, valuation and risk-reward.

Only Amazon, McKesson and Visa appear on both the 2026 and 2027 Vintage Values lists. Other companies included for 2027 are Alphabet, Apple, Coca-Cola, Dynatrace, Eli Lilly, Equinix and Williams Companies.

Quality tilt shapes market positioning

The 2027 list is tilted toward quality, large-cap and growth stocks, with 60% of the selections in the top two quality tiers, versus 56% for the S&P 500. Morgan Stanley also says that this quality bias makes the new roster more expensive than the broader market on most valuation measures.

Weaver says the 2027 portfolio has an anti-momentum tilt, meaning the stock selections are not simply recent winners but names that analysts identify for their underlying company-specific drivers. That approach suggests the firm is emphasizing bottom-up conviction over short-term market trends as it positions the list for the next 12 months.

In our earlier analysis of the S&P 500 (SPX), we noted that the index was holding above key moving averages, keeping the broader uptrend intact even as market breadth weakened and liquidity strains increased. The piece also flagged overbought technical readings and a near-term consolidation range, warning that thinner order-book resilience could amplify volatility if support levels break.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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