A customer leaves a Sherwin-Williams store.
Daniel Acker | Bloomberg | Getty Images
Stocks are rallying on Wednesday, with the Dow holding a triple-digit gain.
Bruce McCain, chief investment strategist at Key Private Bank, tells CNBC's "Power Lunch" the equity markets have recovered nicely, but the upside from here will be slower.
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In this environment, McCain is overweight U.S. large-caps. One of his favorite stocks is Sherwin-Williams.
The company "provides low-volatility to growth within the housing sector [and] secondary exposure to increased 'updating' as people have more discretionary income," McCain said.
Sherwin-Williams is little changed during trading, but is up nearly 15 percent year-to-date.