AEGON ASSET MANAGEMENT UK PLC Q3 2018 Filing

Filed October 11, 2018

Portfolio Value

$4.2T

Holdings

185

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON.COM, INC.
82,996$166.2B3.95%
2
GOOGALPHABET INC.
125,712$150.1B3.57%
3
BURLBURLINGTON STORES, INC.
822,948$134.1B3.19%
4
EOGEOG RESOURCES, INC.
1,044,001$133.2B3.17%
5
TROWT. ROWE PRICE GROUP, INC.
1,034,423$112.9B2.69%
6
NEENEXTERA ENERGY, INC.
652,681$109.4B2.60%
7
WPWORLDPAY SF, INC.
1,013,549$102.6B2.44%
8
TTEKTETRA TECH, INC.
1,480,699$101.1B2.41%
9
JPMJPMORGAN CHASE CO.
895,135$101.0B2.40%
10
VVISA INC.
639,190$95.9B2.28%
11
XYLXYLEM INC.
1,128,890$90.2B2.14%
12
CMECME GROUP INC.
511,147$87.0B2.07%
13
AVGOBROADCOM INC.
347,867$85.8B2.04%
14
METAFACEBOOK, INC.
490,451$80.7B1.92%
15
AVYAVERY DENNISON CORPORATION
704,027$76.3B1.81%
16
MSFTMICROSOFT CORPORATION
658,910$75.4B1.79%
17
EXASEXACT SCIENCES CORPORATION
950,509$75.0B1.78%
18
ISRGINTUITIVE SURGICAL, INC.
129,803$74.5B1.77%
19
LWLAMB WESTON HOLDINGS, INC.
1,116,222$74.3B1.77%
20
SIVBEURSVB FINANCIAL GROUP
234,147$72.8B1.73%
21
COHREURCOHERENT, INC.
413,983$71.3B1.70%
22
GOOGLALPHABET INC.
57,946$70.0B1.66%
23
PXGBXPRAXAIR, INC.
423,007$68.0B1.62%
24
LMTLOCKHEED MARTIN CORPORATION
183,747$63.6B1.51%
25
GDOTGREEN DOT CORPORATION
704,566$62.6B1.49%
26
MKTXMARKETAXESS HOLDINGS INC.
349,316$62.4B1.48%
27
LFUSLITTELFUSE, INC.
315,223$62.4B1.48%
28
AAPLAPPLE INC.
272,732$61.6B1.46%
29
CVXCHEVRON CORPORATION
478,418$58.5B1.39%
30
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
1,319,469$58.3B1.39%
31
AKXANSYS, INC.
310,759$58.0B1.38%
32
BATHE BOEING COMPANY
145,654$54.2B1.29%
33
PODDINSULET CORPORATION
504,850$53.5B1.27%
34
ATVIEURACTIVISION BLIZZARD, INC.
633,034$52.7B1.25%
35
ALBALBEMARLE CORPORATION
523,234$52.2B1.24%
36
AETNA INC.
255,270$51.8B1.23%
37
ASGNON ASSIGNMENT INC
651,949$51.4B1.22%
38
EPAMEPAM SYSTEMS, INC.
370,573$51.0B1.21%
39
TERTERADYNE, INC.
1,366,094$50.5B1.20%
40
OLEDUNIVERSAL DISPLAY CORPORATION
392,511$46.3B1.10%
41
ZIONZIONS BANCORPORATION
851,574$42.7B1.02%
42
MXIMMAXIM INTEGRATED PRODUCTS, INC.
715,334$40.3B0.96%
43
CSCOCISCO SYSTEMS, INC.
791,267$38.5B0.92%
44
OPLNKAR AUCTION SERVICES, INC.
631,006$37.7B0.90%
45
1GSNNOVANTA INC.
520,625$35.6B0.85%
46
CLCOLGATE-PALMOLIVE COMPANY
525,414$35.2B0.84%
47
ABBVABBVIE INC.
347,310$32.9B0.78%
48
APDAIR PRODUCTS AND CHEMICALS, INC.
193,747$32.4B0.77%
49
FRCBFIRST REPUBLIC BANK
326,842$31.4B0.75%
50
HXLHEXCEL CORPORATION
463,736$31.1B0.74%
51
LECOLINCOLN ELECTRIC HOLDINGS, INC.
325,317$30.4B0.72%
52
JNJJOHNSON JOHNSON
209,771$29.0B0.69%
53
PFEPFIZER INC.
650,721$28.7B0.68%
54
BABAALIBABA GROUP HOLDING LIMITED
154,000$25.4B0.60%
55
WSOWATSCO, INC.
140,830$25.1B0.60%
56
ADBEADOBE SYSTEMS INCORPORATED
87,404$23.6B0.56%
57
CLXTHE CLOROX COMPANY
151,574$22.8B0.54%
58
BLDTOPBUILD CORP.
359,792$20.4B0.49%
59
NSPINSPERITY, INC.
166,118$19.6B0.47%
60
RITMNEW RESIDENTIAL INVESTMENT CORP.
1,066,596$19.0B0.45%
61
SITESITEONE LANDSCAPE SUPPLY, INC.
247,937$18.7B0.44%
62
TWOEURTWO HARBORS INVESTMENT CORP.
1,089,143$16.3B0.39%
63
NUENUCOR CORPORATION
240,043$15.2B0.36%
64
WUBAUSDBEIJING 58 INFORMATION TECHNOLOGY CO., LTD.
194,600$14.3B0.34%
65
EVBGEUREVERBRIDGE, INC.
245,183$14.1B0.34%
66
CDWCDW CORPORATION
155,737$13.8B0.33%
67
BANDBANDWIDTH INC.
254,792$13.6B0.32%
68
GPMTGRANITE POINT MORTGAGE TRUST INC.
702,814$13.5B0.32%
69
MINDBODY, INC.
317,309$12.9B0.31%
70
DOOBRP INC.
249,935$11.7B0.28%
71
RAVEN INDUSTRIES, INC.
255,788$11.7B0.28%
72
JKHYJACK HENRY ASSOCIATES, INC.
73,010$11.7B0.28%
73
MUMICRON TECHNOLOGY, INC.
256,034$11.6B0.28%
74
VEEVVEEVA SYSTEMS INC.
103,859$11.3B0.27%
75
NOWSERVICENOW, INC.
50,660$9.9B0.24%
76
STWDSTARWOOD PROPERTY TRUST, INC.
423,855$9.1B0.22%
77
LRCXEURLAM RESEARCH CORPORATION
58,786$8.9B0.21%
78
BMTABRITISH AMERICAN TOBACCO P.L.C.
165,507$7.7B0.18%
79
TRTXTPG RE FINANCE TRUST, INC.
383,023$7.7B0.18%
80
MPWRMONOLITHIC POWER SYSTEMS, INC.
60,809$7.6B0.18%
81
MRTNMARTEN TRANSPORT, LTD.
353,716$7.4B0.18%
82
PRFTUSDPERFICIENT, INC.
256,714$6.8B0.16%
83
EVREVERCORE INC.
62,292$6.3B0.15%
84
JPCNUVEEN CREDIT STRATEGIES INCOME FUND
650,053$6.0B0.14%
85
ENQENTEGRIS, INC.
199,516$5.8B0.14%
86
CBPXEURCONTINENTAL BUILDING PRODUCTS INC.
135,065$5.1B0.12%
87
WELLWELLTOWER INC.
70,259$4.5B0.11%
88
UNHUNITEDHEALTH GROUP INCORPORATED
16,862$4.5B0.11%
89
HDTHE HOME DEPOT, INC.
21,349$4.4B0.11%
90
VENVENTAS, INC.
74,841$4.1B0.10%
91
EMREMERSON ELECTRIC CO.
49,916$3.8B0.09%
92
WBWEIBO CORPORATION
49,000$3.6B0.09%
93
ARIAPOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
178,891$3.4B0.08%
94
XOMEXXON MOBIL CORPORATION
38,256$3.3B0.08%
95
NVDANVIDIA CORPORATION
11,402$3.2B0.08%
96
TXNTEXAS INSTRUMENTS INCORPORATED
28,013$3.0B0.07%
97
EWEDWARDS LIFESCIENCES CORPORATION
15,497$2.7B0.06%
98
PLNTPLANET FITNESS, INC.
49,117$2.7B0.06%
99
ROSTROSS STORES, INC.
26,422$2.6B0.06%
100
MDLZMONDELEZ INTERNATIONAL, INC.
58,808$2.5B0.06%
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