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Tim Harris — Institutional Investor Profile | Buyside Digest

Tim Harris

Institutional Investor • BBH Select Series - Mid Cap Fund

Value

$518M

Stocks

47 Stocks

Turnover

0.0%

CIK

0000014661EDGAR ↗

Website ↗

Top Holdings

IVV(11.51%) IEFA(6.50%) GOOG(5.90%) KLA(5.69%) AAPL(4.99%)

About Investor

Timothy F. Harris serves as Portfolio Manager for the BBH Select Series Mid Cap Fund since its inception in May 2021 and brings over 20 years of investment and financial experience to the role. Harris has been Portfolio Manager of the Concentrated Small and Midcap Strategy since April 2024. He graduated summa cum laude from Tufts University and received his MBA from the MIT Sloan School of Management. Harris re-joined BBH in January 2017 as an Equity Analyst after previously working as an investment banker specializing in equity capital markets for European financial institutions at Nomura, covering Nordic, Benelux, and UK markets. He also worked at Lehman Brothers as an investment banker and has earned his CFA designation. His experience combines deep analytical skills with practical market experience across different market cycles.

Investor Philosophy

Investment philosophy details pending verification.

Tim Harris Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
IVV	None	ISHARES TR	General	$1851.2M	11.5%	No Change
IEFA	None	iShares Core MSCI EAFE ETF	General	$1045.3M	6.5%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$948.4M	5.9%	No Change
KLA	None	KLA Corporation	General	$914.7M	5.7%	No Change
AAPL	None	Apple Inc.	Information Technology	$801.6M	5.0%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$767.3M	4.8%	No Change
BRK.B	None	Berkshire Hathaway, Inc.	General	$572.7M	3.6%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$544.3M	3.4%	No Change
AMAT	None	Applied Materials, Inc.	Information Technology	$482.5M	3.0%	No Change
IDV	None	NVIDIA Corp	General	$464.2M	2.9%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General40.1%

Information Technology22.3%

Financials10.1%

Communication Services6.6%

Health Care5.3%

Sector	Stocks	Value	Exposure
General	12	$6447.8M	40.1%
Information Technology	10	$3590.8M	22.3%
Financials	7	$1628.9M	10.1%
Communication Services	2	$1055.6M	6.6%
Health Care	5	$852.3M	5.3%
Consumer Discretionary	3	$766.6M	4.8%
Industrials	3	$719.6M	4.5%
Consumer Staples	4	$654.8M	4.1%
Materials	1	$361.5M	2.3%