Transamerica Mid Cap Value
TRANSAMERICA FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Apr 30, 2023 → Jul 31, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares Apr 2023 Shares Jul 2023 Δ shares End % Δ value
PG&E CORP 0 46,618 46,618 1.16% $820.94K
MICROCHIP TECHNOLOGY 0 4,307 4,307 0.57% $404.60K
ZEBRA TECHNOLOGIES CORP CL A 0 828 828 0.36% $254.99K
Security Shares Apr 2023 Shares Jul 2023 Δ shares End % Δ value
ENTERGY CORP 9,271 0 -9,271 0.00% -$997.37K
LIBERTY BROADBAND CORP C 8,280 0 -8,280 0.00% -$701.98K
SEMPRA ENERGY 1,612 0 -1,612 0.00% -$250.65K
JBG SMITH PROPERTIES 3,055 0 -3,055 0.00% -$43.59K
Security Shares Apr 2023 Shares Jul 2023 Δ shares End % Δ value
AMERIPRISE FINANCIAL INC 4,046 4,225 179 2.08% $237.69K
LOEWS CORP 18,860 19,697 837 1.74% $148.25K
M&T BANK CORP 8,384 8,756 372 1.73% $169.91K
CMS ENERGY CORP 17,840 18,632 792 1.61% $27.14K
WEC ENERGY GROUP INC 11,812 12,336 524 1.57% -$27.45K
REGIONS FINANCIAL CORP 46,759 54,387 7,628 1.57% $254.04K
MARTIN MAR MTLS 2,299 2,401 102 1.51% $236.95K
SNAP-ON INCORPORATED 3,747 3,914 167 1.51% $94.32K
HUBBELL INC 3,253 3,397 144 1.50% $183.77K
HENRY SCHEIN INC 12,582 13,140 558 1.46% $18.55K
WILLIAMS COS INC 28,169 29,134 965 1.42% $151.27K
ARCH CAPITAL GROUP LTD 12,318 12,864 546 1.41% $74.69K
RAYMOND JAMES FINANCIAL INC. 8,520 8,898 378 1.38% $208.09K
AMETEK INC NEW 5,882 6,143 261 1.38% $162.98K
LINCOLN ELECTRIC HLDGS INC 4,647 4,814 167 1.36% $186.45K
LKQ CORP 16,357 17,082 725 1.32% -$8.37K
ITT INC 8,870 9,187 317 1.29% $166.04K
FORTUNE BRANDS INNOVATIONS INC 11,797 12,320 523 1.24% $112.43K
RPM INTL INC 8,082 8,441 359 1.23% $209.07K
MIDDLEBY CORP 5,478 5,652 174 1.21% $86.52K
FIFTH THIRD BANCORP 27,721 28,951 1,230 1.19% $116.18K
IAC INC 11,416 11,923 507 1.17% $238.83K
STATE STREET CORP 10,848 11,329 481 1.16% $36.80K
PACKAGING CORP OF AMERICA 4,986 5,207 221 1.13% $124.09K
TELEDYNE TECHNOLOGIES INC 1,568 2,030 462 1.10% $130.82K
HARTFORD INSURANCE GROUP INC/THE 10,452 10,803 351 1.10% $34.53K
RALPH LAUREN CORP 5,591 5,839 248 1.08% $125.04K
TAPESTRY INC 16,895 17,645 750 1.08% $71.90K
DIAMONDBACK ENERGY INC 2,875 4,947 2,072 1.03% $319.97K
WEYERHAEUSER CO 20,331 21,234 903 1.02% $115.13K
CITIZENS FINANCIAL GROUP INC 21,316 22,263 947 1.01% $58.69K
CARLISLE COS INC 2,465 2,574 109 1.01% $181.44K
DOVER CORP 4,710 4,858 148 1.00% $20.71K
US FOODS HOLDING CORP 15,695 16,392 697 0.99% $97.74K
TIMKEN CO 7,100 7,415 315 0.97% $142.92K
LIBERTY SIRIUS GROUP-C 20,686 21,604 918 0.97% $109.69K
IDEX CORPORATION 2,839 2,965 126 0.95% $83.78K
JABIL INC 6,029 6,036 7 0.94% $196.84K
CBRE GROUP INC - CL A 7,598 7,935 337 0.93% $78.60K
COTERRA ENERGY INC 19,256 23,936 4,680 0.93% $166.24K
AMERICAN HOMES-A 16,799 17,545 746 0.93% $98.85K
RAYONIER INC REIT 18,995 19,839 844 0.93% $61.38K
SILGAN HOLDINGS INC 14,087 14,712 625 0.91% -$48.80K
CONSTELLATION BRANDS INC CL A 2,164 2,260 96 0.87% $119.95K
ACUITY INC 3,534 3,691 157 0.86% $53.72K
EXPEDIA INC 4,430 4,952 522 0.86% $190.53K
DARDEN RESTAURANTS INC 3,407 3,558 151 0.85% $83.39K
KEURIG DR PEPPER INC 13,755 17,668 3,913 0.85% $151.10K
JAZZ PHARMA PLC 4,331 4,524 193 0.83% -$18.36K
MGIC INVT CORP 33,285 34,764 1,479 0.82% $87.00K
AVALONBAY COMMUNITIES INC REIT 2,945 3,076 131 0.82% $49.10K
CARTERS INC 7,388 7,717 329 0.82% $63.39K
EDISON INTL 7,654 7,994 340 0.81% $11.91K
WR BERKLEY CORP 8,801 9,192 391 0.80% $48.50K
T ROWE PRICE GRP 4,350 4,544 194 0.79% $71.46K
QUEST DIAGNOSTICS INC 3,932 4,106 174 0.78% $9.37K
VOYA FINANCIAL INC 6,933 7,241 308 0.76% $7.48K
KROGER CO 10,309 10,768 459 0.74% $22.43K
KIMCO REALTY CORPORATION 24,406 25,491 1,085 0.73% $48.10K
GENUINE PARTS CO 3,172 3,313 141 0.73% -$17.98K
TAKE-TWO INTERACTV SOFTWR INC 3,083 3,278 195 0.71% $118.15K
NORTHERN TRUST CORP 5,782 6,039 257 0.68% $31.92K
MOHAWK INDUSTRIES INC 4,223 4,411 188 0.66% $21.85K
NATL FUEL GAS CO 8,425 8,800 375 0.66% -$3.59K
GLOBE LIFE INC 3,032 4,028 996 0.64% $122.79K
WP CAREY INC 6,373 6,657 284 0.64% -$23.33K
Bath & Body Works Inc 11,836 12,114 278 0.63% $33.50K
BRIXMOR PROPERTY 18,732 19,565 833 0.63% $45.35K
BXP INC 5,556 6,641 1,085 0.63% $146.02K
POST HOLDINGS INC 4,890 5,107 217 0.62% -$6.87K
BALL CORP 7,027 7,339 312 0.61% $57.03K
BEST BUY CO INC 4,677 4,885 208 0.57% $57.17K
ENERGIZER HOLDIN 10,490 10,957 467 0.55% $40.48K
REGENCY CENTERS CORP REIT 5,142 5,941 799 0.55% $73.44K
GLOBUS MEDICAL INC 5,860 6,121 261 0.52% $28.21K
MID AMERICA APT CMNTY INC 2,277 2,378 101 0.50% $5.69K
ESSEX PROPERTY TRUST INC 1,311 1,369 58 0.47% $45.35K
FED REALTY INVS 2,999 3,132 133 0.45% $21.39K
SOUTHWEST AIRLINES CO 8,891 9,287 396 0.45% $47.94K
REXFORD INDUSTRIAL REALTY INC 5,299 5,535 236 0.43% $9.40K
VENTAS INC REIT 5,955 6,220 265 0.43% $15.66K
HOST HOTELS & RE 15,106 15,780 674 0.41% $46.09K
SUN COMMUNITIES INC - REIT 2,094 2,187 93 0.40% -$5.95K
Security Shares Apr 2023 Shares Jul 2023 Δ shares End % Δ value
FIXED INC CLEARING CORP.REPO 2,253,772 1,960,882 -292,890 2.77% -$292.89K
CENCORA INC 7,174 5,640 -1,534 1.49% -$142.87K
XCEL ENERGY INC 18,786 16,337 -2,449 1.45% -$288.51K
HUNTINGTON BANCSHARES INC 85,221 80,271 -4,950 1.39% $28.04K
CDW CORPORATION 4,867 4,671 -196 1.23% $48.41K
FIRST CITIZENS BANCSHARES INC CL A 665 545 -120 1.10% $110.28K
ZIMMER BIOMET HO 6,696 5,610 -1,086 1.09% -$151.97K
AMPHENOL CORPORATION CL A 9,572 8,466 -1,106 1.06% $25.23K
AUTOZONE INC 365 297 -68 1.04% -$235.04K
LABORATORY CP 2,919 2,676 -243 0.81% -$89.29K
GODADDY INC CL A 7,326 7,005 -321 0.76% -$14.42K
DISCOVER FIN SVCS 5,120 4,732 -388 0.71% -$30.30K
MOTOROLA SOLUTIONS INC 3,122 1,696 -1,426 0.69% -$423.63K
FLEETCOR TECHNOLOGIES INC 2,930 1,640 -1,290 0.58% -$218.57K
NEWELL BRANDS INC 39,324 33,757 -5,567 0.53% -$101.06K
UNIVERSAL HLTH-B 2,782 2,488 -294 0.49% -$72.54K
FREEPORT MCMORAN INC 7,498 6,586 -912 0.42% $9.82K
CELANESE CORP 2,716 2,041 -675 0.36% -$32.63K
RENAISSANCERE HLDGS LTD 2,085 1,218 -867 0.32% -$221.66K

No positions in this category.

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