MSCI (MSCI) Stock Concentration Calculator
Calculator · free · no signup · MSCIQuantify MSCI 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 MSCI
MSCI (MSCI) is a public Data company, incorporated in Delaware and headquartered in New York, NY.
Equity grants at MSCI typically include restricted stock units (RSUs).
MSCI Inc. is an American finance company headquartered in New York City. MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate finance products. It operates the MSCI World, MSCI Emerging Markets, and MSCI All Country World (ACWI) indices, among others.
Source: Wikipedia (CC BY-SA 4.0)
The business began as Morgan Stanley Capital International in 1986, licensing the international equity indexes that underpin much of global asset allocation, and separated fully in 2009. Index licensing is the core: fund managers pay fees tied to assets tracking MSCI benchmarks, which compounds as passive investing grows. Analytics tools for risk and portfolio construction, ESG and climate ratings, and private capital data extend the portfolio. Decisions about which countries qualify as emerging markets move billions in flows. Headquarters are in New York City.
Sources: msci.com · en.wikipedia.org
Equity comp at MSCI
- 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 MSCI.
If a meaningful share of your net worth sits in MSCI, 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 MSCI's option-implied volatility.
All MSCI tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
MSCI equity questions
- How much MSCI 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 MSCI position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does MSCI grant ISOs, NSOs, or RSUs?
- Equity compensation at MSCI typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do MSCI RSUs use double-trigger vesting?
- No. MSCI 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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One piece of the puzzle.
OptionsAhoy plans your MSCI equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.