Transamerica

09/30/2019*


Transamerica WMC US Growth VP

Security Description % of Total Net Assets
Microsoft Corp. 6.42%
Apple, Inc. 5.91%
Amazon.com, Inc. 5.36%
Alphabet, Inc., Class A 4.81%
Facebook, Inc., Class A 3.65%
Mastercard, Inc., Class A 3.08%
NIKE, Inc., Class B 2.14%
UnitedHealth Group, Inc. 2.09%
salesforce.com, Inc. 1.95%
Costco Wholesale Corp. 1.85%
Alphabet, Inc., Class C 1.78%
FleetCor Technologies, Inc. 1.76%
Adobe, Inc. 1.63%
Baxter International, Inc. 1.61%
Global Payments, Inc. 1.59%
Thermo Fisher Scientific, Inc. 1.55%
PayPal Holdings, Inc. 1.48%
Constellation Brands, Inc., Class A 1.44%
GoDaddy, Inc., Class A 1.42%
Raytheon Co. 1.41%
TJX Cos., Inc. 1.38%
Colgate-Palmolive Co. 1.35%
American Tower Corp., REIT 1.31%
Verizon Communications, Inc. 1.31%
VF Corp. 1.18%
Hilton Worldwide Holdings, Inc. 1.18%
Illinois Tool Works, Inc. 1.17%
ServiceNow, Inc. 1.16%
PPG Industries, Inc. 1.15%
Fortune Brands Home & Security, Inc. 1.13%
Activision Blizzard, Inc. 1.12%
Monster Beverage Corp. 1.11%
Boston Scientific Corp. 1.11%
American Express Co. 1.10%
Walt Disney Co. 1.09%
SS&C Technologies Holdings, Inc. 1.06%
Advanced Micro Devices, Inc. 1.05%
Teleflex, Inc. 1.02%
Edwards Lifesciences Corp. 1.02%
Intercontinental Exchange, Inc. 1.02%
PVH Corp. 1.02%
Nordson Corp. 1.00%
AMETEK, Inc. 1.00%
Booking Holdings, Inc. 0.94%
CDW Corp. 0.92%
Under Armour, Inc., Class C 0.88%
Guidewire Software, Inc. 0.88%
Allstate Corp. 0.88%
Micron Technology, Inc. 0.84%
DocuSign, Inc. 0.83%
Marvell Technology Group, Ltd. 0.82%
Copart, Inc. 0.82%
Allergan PLC 0.81%
Norfolk Southern Corp. 0.80%
Eaton Corp. PLC 0.79%
Neurocrine Biosciences, Inc. 0.78%
Capital One Financial Corp. 0.78%
Seattle Genetics, Inc. 0.76%
Vertex Pharmaceuticals, Inc. 0.75%
EPAM Systems, Inc. 0.73%
Workday, Inc., Class A 0.72%
Snap-on, Inc. 0.72%
Sherwin-Williams Co. 0.70%
Equifax, Inc. 0.70%
IHS Markit, Ltd. 0.70%
Middleby Corp. 0.61%
ON Semiconductor Corp. 0.57%
Wayfair, Inc., Class A 0.48%
Continental Resources, Inc. 0.42%
Uber Technologies, Inc. 0.33%
Net Other Assets (Liabilities) 1.07%