Transamerica

07/31/2019*


Transamerica WMC US Growth II VP

Security Description % of Total Net Assets
Microsoft Corp. 6.12%
Amazon.com, Inc. 5.69%
Apple, Inc. 5.46%
Alphabet, Inc., Class A 4.67%
Facebook, Inc., Class A 3.90%
Mastercard, Inc., Class A 3.04%
UnitedHealth Group, Inc. 2.31%
NIKE, Inc., Class B 1.92%
salesforce.com, Inc. 1.91%
Costco Wholesale Corp. 1.75%
Alphabet, Inc., Class C 1.71%
FleetCor Technologies, Inc. 1.70%
Global Payments, Inc. 1.68%
Adobe, Inc. 1.63%
PayPal Holdings, Inc. 1.55%
Baxter International, Inc. 1.55%
GoDaddy, Inc., Class A 1.54%
Thermo Fisher Scientific, Inc. 1.46%
Constellation Brands, Inc., Class A 1.35%
TJX Cos., Inc. 1.34%
Colgate-Palmolive Co. 1.29%
Raytheon Co. 1.28%
ServiceNow, Inc. 1.26%
American Tower Corp., REIT 1.26%
Hilton Worldwide Holdings, Inc. 1.22%
Verizon Communications, Inc. 1.20%
Walt Disney Co. 1.17%
Boston Scientific Corp. 1.16%
VF Corp. 1.15%
Illinois Tool Works, Inc. 1.15%
PPG Industries, Inc. 1.14%
Fortune Brands Home & Security, Inc. 1.13%
Monster Beverage Corp. 1.12%
Advanced Micro Devices, Inc. 1.09%
Guidewire Software, Inc. 1.03%
Teleflex, Inc. 1.03%
AMETEK, Inc. 0.99%
CDW Corp. 0.99%
Edwards Lifesciences Corp. 0.99%
Activision Blizzard, Inc. 0.97%
Nordson Corp. 0.97%
Intercontinental Exchange, Inc. 0.97%
SS&C Technologies Holdings, Inc. 0.96%
Booking Holdings, Inc. 0.94%
Workday, Inc., Class A 0.93%
Under Armour, Inc., Class C 0.93%
Micron Technology, Inc. 0.89%
Allstate Corp. 0.88%
Norfolk Southern Corp. 0.87%
EPAM Systems, Inc. 0.86%
Marvell Technology Group, Ltd. 0.86%
Neurocrine Biosciences, Inc. 0.82%
Copart, Inc. 0.81%
Capital One Financial Corp. 0.78%
PVH Corp. 0.77%
Allergan PLC 0.77%
IHS Markit, Ltd. 0.76%
NetApp, Inc. 0.74%
Vertex Pharmaceuticals, Inc. 0.73%
DocuSign, Inc. 0.70%
Snap-on, Inc. 0.69%
Middleby Corp. 0.69%
Eaton Corp. PLC 0.68%
Seattle Genetics, Inc. 0.68%
Equifax, Inc. 0.67%
ON Semiconductor Corp. 0.64%
Sherwin-Williams Co. 0.64%
BlackRock, Inc. 0.61%
SVB Financial Group 0.57%
Wayfair, Inc., Class A 0.55%
Continental Resources, Inc. 0.48%
Uber Technologies, Inc. 0.35%
Net Other Assets (Liabilities) 0.91%