AEGON ASSET MANAGEMENT UK PLC Q4 2017 Filing

Filed January 12, 2018

Portfolio Value

$4.0T

Holdings

170

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (170 positions)

#StockSharesValue% PortfolioType
101
FDXFEDEX CORPORATION
10,727$2.7B0.07%
102
SBCSABRA HEALTH CARE REIT, INC.
140,262$2.6B0.07%
103
ARIAPOLLO COMMERCIAL REAL ESTAT
138,254$2.6B0.06%
104
AMGNAMGEN INC.
14,577$2.5B0.06%
105
ETRAE TRADE FINANCIAL CORPORATIO
43,503$2.2B0.05%
106
MTGE INVESTMENT CORP.
114,425$2.1B0.05%
107
EVBGEUREVERBRIDGE, INC.
71,033$2.1B0.05%
108
FNFFIDELITY NATIONAL FINANCIAL,
53,804$2.1B0.05%
109
WCGEURWELLCARE HEALTH PLANS, INC.
10,373$2.1B0.05%
110
WCNWASTE CONNECTIONS US, INC.
29,074$2.1B0.05%
111
HLIHOULIHAN LOKEY, INC.
45,548$2.1B0.05%
112
EVEUREATON VANCE CORP.
36,562$2.1B0.05%
113
EWEDWARDS LIFESCIENCES CORPORA
18,224$2.1B0.05%
114
AFGAMERICAN FINANCIAL GROUP, IN
18,893$2.1B0.05%
115
EVREVERCORE INC.
22,791$2.0B0.05%
116
MCMOELIS COMPANY
42,087$2.0B0.05%
117
ERFGBPENERPLUS CORPORATION
206,670$2.0B0.05%
118
PRAHPRA HEALTH SCIENCES, INC.
22,118$2.0B0.05%
119
SEICSEI INVESTMENTS COMPANY
27,542$2.0B0.05%
120
PJTPJT PARTNERS INC.
43,317$2.0B0.05%
121
BAXBAXTER INTERNATIONAL INC.
30,349$2.0B0.05%
122
CECELANESE CORPORATION
18,168$1.9B0.05%
123
MTDMETTLER-TOLEDO INTERNATIONAL
3,094$1.9B0.05%
124
IDXXIDEXX LABORATORIES, INC.
12,181$1.9B0.05%
125
AMWDAMERICAN WOODMARK CORPORATIO
14,587$1.9B0.05%
126
NHINATIONAL HEALTH INVESTORS, I
25,066$1.9B0.05%
127
CNSCOHEN STEERS, INC.
39,292$1.9B0.05%
128
URIUNITED RENTALS, INC.
10,755$1.8B0.05%
129
TMUST-MOBILE USA, INC.
28,979$1.8B0.05%
130
TRUTRANSUNION
32,975$1.8B0.05%
131
CELGCELGENE CORPORATION
17,323$1.8B0.05%
132
3TYTITAN MACHINERY INC.
85,443$1.8B0.05%
133
MRSHMARSH MCLENNAN COMPANIES,
21,753$1.8B0.04%
134
NMIHNMI HOLDINGS, INC.
102,316$1.7B0.04%
135
WMWASTE MANAGEMENT, INC.
19,807$1.7B0.04%
136
KLACKLA-TENCOR CORPORATION
16,166$1.7B0.04%
137
TERTERADYNE, INC.
40,459$1.7B0.04%
138
OIEUROWENS-ILLINOIS, INC.
74,997$1.7B0.04%
139
AMATAPPLIED MATERIALS, INC.
32,249$1.6B0.04%
140
MEDIDATA SOLUTIONS, INC.
25,521$1.6B0.04%
141
CBOECBOE GLOBAL MARKETS, INC.
12,981$1.6B0.04%
142
TTWOTAKE-TWO INTERACTIVE SOFTWAR
14,723$1.6B0.04%
143
CRUSCIRRUS LOGIC, INC.
30,608$1.6B0.04%
144
RPREALPAGE, INC.
35,707$1.6B0.04%
145
DGDOLLAR GENERAL CORPORATION
16,701$1.6B0.04%
146
WTSWATTS WATER TECHNOLOGIES, IN
19,565$1.5B0.04%
147
OLLIOLLIE'S BARGAIN OUTLET HOLDI
26,983$1.4B0.04%
148
CPSCOOPER-STANDARD HOLDINGS INC
11,719$1.4B0.04%
149
LEALEAR CORPORATION
8,129$1.4B0.04%
150
HNMORMAT TECHNOLOGIES, INC.
21,651$1.4B0.04%
151
EAELECTRONIC ARTS INC.
12,766$1.3B0.03%
152
PLNTPLANET FITNESS, INC.
38,660$1.3B0.03%
153
ELSEQUITY LIFESTYLE PROPERTIES,
14,601$1.3B0.03%
154
MCHPMICROCHIP TECHNOLOGY INCORPO
14,693$1.3B0.03%
155
DPZDOMINO'S PIZZA, INC.
6,836$1.3B0.03%
156
TTMITTM TECHNOLOGIES, INC.
80,227$1.3B0.03%
157
RTN1USDRAYTHEON COMPANY
6,619$1.2B0.03%
158
TMHCTAYLOR MORRISON HOME CORPORA
50,468$1.2B0.03%
159
PVACUSDPENN VIRGINIA CORPORATION
31,179$1.2B0.03%
160
DREUSDDUKE REALTY CORPORATION
44,559$1.2B0.03%
161
HOLXHOLOGIC, INC.
28,264$1.2B0.03%
162
XOMEXXON MOBIL CORPORATION
14,247$1.2B0.03%
163
TXTERNIUM S.A.
36,984$1.2B0.03%
164
FORFORESTAR GROUP INC.
52,361$1.1B0.03%
165
COOTHE COOPER COMPANIES, INC.
5,217$1.1B0.03%
166
BRK-BQUALITY CARE PROPERTIES, INC
78,359$1.1B0.03%
167
MINDBODY, INC.
29,289$890.0M0.02%
168
ULTRA PETROLEUM CORP.
91,744$830.0M0.02%
169
CALATLANTIC GROUP, INC.
14,168$799.0M0.02%
170
AG MORTGAGE INVESTMENT TRUST
28,119$535.0M0.01%
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