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Overview

Own HOLDRS and own select companies in a particular industry, sector or group. Control your investments, your costs, even your taxes. Revolutionize your investing with a single, flexible investment designed specifically for the stock investor.

HOLDRS are:

  • investments designed specifically for the stock investor.

  • a less costly, more tax-efficient way for investors to purchase, hold and transfer securities of selected companies in a particular industry, sector or group.

  • a means for investors to gain the same rights and privileges on the underlying stocks as an investor who owns those stocks individually.