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Morgan Stanley's Top Picks Outperform S&P 500; New 2027 List Revealed
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CNBC TV18•22-09-2026, 06:32
Morgan Stanley's Top Picks Outperform S&P 500; New 2027 List Revealed
- •Morgan Stanley's Vintage Values 2026 portfolio significantly outperformed the S&P 500 by 1,316 basis points, returning 32.12% compared to the S&P 500's nearly 19% return.
- •The firm refreshed its Vintage Values list for 2027, adding tech giant Alphabet and consumer staples giant Coca-Cola, among others.
- •The 2027 list was compiled from over 50 analyst recommendations, narrowed down to 15 stocks based on fundamentals, quantitative analyses, macro exposure, valuation, and risk-reward.
- •Only Amazon, McKesson, and Visa remain from the 2026 list, with 12 new names making the 2027 cut, including Apple, Dynatrace, Eli Lilly, Equinix, and Williams Companies.
- •The 2027 Vintage Values list is skewed towards quality, large-cap, and growth stocks, with an 'anti-momentum' tilt, focusing on strong bottom-up drivers rather than recent performance.
Key Questions Answered
The Vintage Values 2026 portfolio outperformed the S&P 500 by 1,316 basis points between September 9, 2025, and September 11, 2026, delivering a return of 32.12% compared to the S&P 500's return of nearly 19%.
Morgan Stanley added several new names to its 2027 list, including tech giant Alphabet, consumer staples giant Coca-Cola, Apple, Dynatrace, Eli Lilly, Equinix, and Williams Companies. Out of the 15 stocks on the 2027 list, 12 are completely new additions.
Only three stocks appeared on both the Vintage Values 2026 and 2027 lists: Amazon, McKesson, and Visa.
