MKS Instruments (MKSI) Stock Concentration Calculator
Calculator · free · no signup · MKSIQuantify MKS Instruments concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About MKS Instruments
MKS Instruments (MKSI) is a public Semiconductors company, incorporated in Massachusetts and headquartered in Andover, MA.
Equity grants at MKS Instruments typically include restricted stock units (RSUs).
MKS Inc. is a technology company that supplies instruments, subsystems, systems, process control technologies, and specialty chemical products used in manufacturing semiconductor chips, printed circuit board, advanced packaging (semiconductor), and specialty industrial applications. The company also provides chemicals and equipment used for creating decorative and functional surface finishes. The company is headquartered in Andover, Massachusetts, with offices and facilities worldwide.
Source: Wikipedia (CC BY-SA 4.0)
Founded in 1961, the company makes subsystems that go inside semiconductor manufacturing equipment: vacuum and pressure control, gas flow measurement, power delivery, and lasers, sold to tool builders rather than fabs directly. Two large acquisitions reshaped it, Newport in 2016 adding photonics and Atotech in 2022 adding chemistry for printed circuit boards and advanced packaging, the latter funded with substantial debt. Headquarters are in Andover, Massachusetts, and results follow both semiconductor and electronics assembly cycles.
Sources: mks.com · en.wikipedia.org
Equity comp at MKS Instruments
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by MKS Instruments.
If a meaningful share of your net worth sits in MKSI, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with MKSI's option-implied volatility.
All MKS Instruments tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
MKS Instruments equity questions
- How much MKSI stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your MKSI position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does MKS Instruments grant ISOs, NSOs, or RSUs?
- Equity compensation at MKS Instruments typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do MKS Instruments RSUs use double-trigger vesting?
- No. MKS Instruments restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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OptionsAhoy plans your MKS Instruments equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.