With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA

MarketWatch2021-09-10

BofA clients were net sellers of U.S. stocks last week for the first time in three weeks Equity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds ...

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Energy attracted the most inflows, while technology saw the biggest outflows as clients bailed on single stocks during second-quarter earnings season, according to a chart in their Wednesday night report.\nBOFA GLOBAL RESEARCH REPORT DATED SEPT. 8\n\"Energy and financials saw the biggest inflows last week, though the latter was entirely driven by buybacks,\" the BofA strategists said in the report. Excluding buybacks, they said that energy and real estate led.\nThe energy sector of the S&P 500 index is down about 12% this quarter, according to FactSet data Thursday afternoon. In contrast, real estate has jumped almost 8% since the end of June, while the materials sector had advanced almost 2% in the third quarter, the data show.\nMeanwhile, the S&P 500 index , which is up almost 5% this quarter, was edging lower Thursday afternoon. The index has slipped in the last three days of trading, including Friday before Labor Day weekend.\nBofA clients, including hedge funds, institutional and retail, were net sellers of U.S. equities last week for the first time in three weeks, according to the report. The net selling was led by outflows from single stocks while passive investing remained \"in vogue,\" the strategists said.\n\"Clients continued to buy ETFs last week despite outflows from single stocks, with flows into both equity and fixed income ETFs,\" they wrote. They've \"still been big cumulative buyers of ETFs\" this year.\nThe three sectors of the S&P 500 favored by investors as inflation mentions spiked during earnings season for the second quarter have put up big returns in 2021.\nThe Real Estate Select Sector SPDR Fund (XLRE) has soared nearly 31% this year, while the Energy Select Sector SPDR Fund XLE has risen about 26%, according to FactSet data, at last check. The Materials Select Sector SPDR Fund is up about 16%.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":71,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.0","shortVersion":"4.29.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2166344336"}