FIRST NEBRASKA TRUST CO

PrivateCIK: 2134841
Location

LINCOLN, NE

72
Positions
$98.73M
Total AUM (reported)
3.07M
Total Shares

Allocation by class

TOTAL AUM$98.73M72 positions
COM$92.44M93.6%
SH BEN INT$4.20M4.2%
COM FON GROUP$514.0K0.5%
CL A$503.8K0.5%
COM |$321.9K0.3%
PCS COM SER 1$313.1K0.3%
NY REG EUR .56$263.5K0.3%

Portfolio Concentration

Top 358.4%4–1014.7%11–2513.9%Rest12.9%TOP 1073.1%0%100%
Top 3$57.69M58.4%
4–10$14.53M14.7%
11–25$13.73M13.9%
Rest$12.78M12.9%

Top 3 weight

58.4%

Top 10 weight

73.1%

Voting Authority Distribution

Total shares with voting rights: 3.07M

Sole

Full voting authority

3.07M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:

SYSCOCORP

SOLE
COM
Shares1.06M
TypeSH
Market value$44.62M
45.19%
Sole
1.06M
Shared
0.00
None
0.00

ALLTEL CORP

SOLE
COM
Shares122.25K
TypeSH
Market value$7.57M
7.67%
Sole
122.25K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares70.04K
TypeSH
Market value$5.50M
5.57%
Sole
70.04K
Shared
0.00
None
0.00

MERCK &COINC

SOLE
COM
Shares33.16K
TypeSH
Market value$2.54M
2.57%
Sole
33.16K
Shared
0.00
None
0.00

GENERAL ELEC CO

SOLE
COM
Shares45.38K
TypeSH
Market value$2.41M
2.44%
Sole
45.38K
Shared
0.00
None
0.00

INTELCORP

SOLE
COM
Shares17.66K
TypeSH
Market value$2.36M
2.39%
Sole
17.66K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares25.77K
TypeSH
Market value$2.19M
2.21%
Sole
25.77K
Shared
0.00
None
0.00

WELLS FARGO & CO NEW

SOLE
COM
Shares46.87K
TypeSH
Market value$1.82M
1.84%
Sole
46.87K
Shared
0.00
None
0.00

LEVEL3 COMMUNICATIONS INC

SOLE
COM
Shares19.04K
TypeSH
Market value$1.68M
1.70%
Sole
19.04K
Shared
0.00
None
0.00

OPPENHEIMER MULTI-SECTOR INC

SOLE
SH BEN INT
Shares189.90K
TypeSH
Market value$1.54M
1.56%
Sole
189.90K
Shared
0.00
None
0.00

US BANCORP DEL

SOLE
COM
Shares79.40K
TypeSH
Market value$1.53M
1.55%
Sole
79.40K
Shared
0.00
None
0.00

CISCOSYSINC

SOLE
COM
Shares20.07K
TypeSH
Market value$1.28M
1.29%
Sole
20.07K
Shared
0.00
None
0.00

SOUTHDOWN INC

SOLE
COM
Shares21.99K
TypeSH
Market value$1.27M
1.29%
Sole
21.99K
Shared
0.00
None
0.00

MFS CHARTER INCOME TR

SOLE
SH BEN INT
Shares140.50K
TypeSH
Market value$1.21M
1.23%
Sole
140.50K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM
Shares20.03K
TypeSH
Market value$1.21M
1.22%
Sole
20.03K
Shared
0.00
None
0.00

ENRON CORP

SOLE
COM
Shares13.46K
TypeSH
Market value$867.9K
0.88%
Sole
13.46K
Shared
0.00
None
0.00

BRISTOL MYERS SQUIBB CO

SOLE
COM
Shares14.70K
TypeSH
Market value$856.3K
0.87%
Sole
14.70K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares10.64K
TypeSH
Market value$851.2K
0.86%
Sole
10.64K
Shared
0.00
None
0.00

MORGAN STANLEY HIGH YIELD FD

SOLE
COM
Shares69.45K
TypeSH
Market value$807.4K
0.82%
Sole
69.45K
Shared
0.00
None
0.00

LUCENT TECHNOLOGIES INC:

SOLE
COM
Shares12.78K
TypeSH
Market value$757.1K
0.77%
Sole
12.78K
Shared
0.00
None
0.00

CREDIT SUISSE ASSET MGMT STRAT

SOLE
COM
Shares92.35K
TypeSH
Market value$663.8K
0.67%
Sole
92.35K
Shared
0.00
None
0.00

EQUITY RESIDENTIAL

SOLE
SH BEN INT
Shares13.75K
TypeSH
Market value$632.6K
0.64%
Sole
13.75K
Shared
0.00
None
0.00

WORLDCOM INC GA NEW

SOLE
COM
Shares13.76K
TypeSH
Market value$631.2K
0.64%
Sole
13.76K
Shared
0.00
None
0.00

MANAGED HIGH INCOME PORTFOLI

SOLE
COM
Shares71.20K
TypeSH
Market value$614.1K
0.62%
Sole
71.20K
Shared
0.00
None
0.00

INVESCO GLOBAL HEALTH SCIENCES

SOLE
COM
Shares30.93K
TypeSH
Market value$560.6K
0.57%
Sole
30.93K
Shared
0.00
None
0.00
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